Gladstone Institutional Advisory’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$263K Sell
2,009
-440
-18% -$56.8K 0.01% 717
2025
Q4
$293K Buy
2,449
+77
+3% +$8.84K 0.01% 635
2025
Q3
$261K Buy
2,372
+472
+25% +$50.4K 0.01% 689
2025
Q2
$201K Buy
+1,900
New +$175K 0.01% 721
2024
Q4
Sell
-2,764
Closed -$214K 718
2024
Q3
$214K Sell
2,764
-552
-17% -$38.7K 0.01% 642
2024
Q2
$220K Buy
+3,316
New +$223K 0.01% 604

Other funds holding JCI

Gladstone Institutional Advisory's JCI Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Johnson Controls International (JCI) stake by 18% in Q1 2026, selling an estimated $56.8K and leaving 2,009 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #717.

Gladstone Institutional Advisory first reported a position in JCI in Q2 2024 and has held it in 6 quarters since. The position peaked at $293K in Q4 2025. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Gladstone Institutional Advisory held 2,009 shares of Johnson Controls International worth $263K as of Q1 2026.
  • Gladstone Institutional Advisory sold 440 Johnson Controls International shares in Q1 2026, an estimated $56.8K.
  • Johnson Controls International made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #717 holding.
  • Gladstone Institutional Advisory first reported a position in Johnson Controls International in Q2 2024 and has held it in 6 quarters since.
  • Gladstone Institutional Advisory's Johnson Controls International position peaked at $293K in Q4 2025.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.