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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GoalVest Advisory's JCI Position: Q3 2025 in Review

GoalVest Advisory sold out of Johnson Controls International (JCI) in Q3 2025, closing a stake of 153 shares — an estimated $16.2K sold.

GoalVest Advisory first reported a position in JCI in Q1 2022 and held it in 5 quarters. The position peaked at $16.2K in Q2 2025. 1,336 funds tracked by Wall St. Rank hold JCI as of Q3 2025.

  • GoalVest Advisory reported no remaining Johnson Controls International position as of Q3 2025 after selling out during the quarter.
  • GoalVest Advisory sold 153 Johnson Controls International shares in Q3 2025, an estimated $16.2K.
  • GoalVest Advisory first reported a position in Johnson Controls International in Q1 2022 and held it in 5 quarters.
  • GoalVest Advisory's Johnson Controls International position peaked at $16.2K in Q2 2025.
  • 1,336 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2025.

Based on GoalVest Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.