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GoalVest Advisory’s Johnson Controls International JCI Stock Holding History

GoalVest Advisory’s Portfolio JCI Stock Details JCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.64K Buy
+11
New +$1.59K ﹤0.01% 664
2025
Q3 		– Sell
-153
Closed -$16.2K – 408
2025
Q2 		$16.2K Sell
153
-3
-2% -$276 ﹤0.01% 288
2025
Q1 		$12.5K Buy
156
+3
+2% +$247 ﹤0.01% 255
2024
Q4 		$12.1K Hold
153
– – ﹤0.01% 273
2024
Q3 		$11.9K Buy
+153
New +$10.7K ﹤0.01% 307
2022
Q2 		– Sell
-8
Closed -$1K – 430
2022
Q1 		$1K Buy
+8
New +$551 ﹤0.01% 341

Other funds holding JCI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GoalVest Advisory's JCI Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Johnson Controls International (JCI) in Q3 2026: 11 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in JCI as recently as Q2 2025.

GoalVest Advisory first reported a position in JCI in Q1 2022 and has held it in 6 quarters since. The position peaked at $16.2K in Q2 2025. 53 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • GoalVest Advisory held 11 shares of Johnson Controls International worth $1.64K as of Q3 2026.
  • Johnson Controls International was a new GoalVest Advisory position in Q3 2026.
  • Johnson Controls International made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #664 holding.
  • GoalVest Advisory first reported a position in Johnson Controls International in Q1 2022 and has held it in 6 quarters since.
  • GoalVest Advisory's Johnson Controls International position peaked at $16.2K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.