Golden State Equity Partners’s Johnson Controls International JCI Stock Holding History

Golden State Equity Partners’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 Q2	$37K	Sell	253 -5,915	-96%	-$835K	0.1%	123
2026 Q1	$808K	Buy	6,168 +1,244	+25%	+$161K	0.06%	331
2025 Q4	$590K	Buy	4,924 +134	+3%	+$15.4K	0.1%	244
2025 Q3	$527K	Buy	4,790 +604	+14%	+$64.5K	0.09%	249
2025 Q2	$442K	Buy	4,186 +447	+12%	+$41.1K	0.08%	266
2025 Q1	$300K	Buy	3,739 +441	+13%	+$36.3K	0.06%	338
2024 Q4	$260K	Buy	3,298 +915	+38%	+$73.4K	0.05%	359
2024 Q3	$185K	Sell	2,383 -11,388	-83%	-$799K	0.1%	195
2024 Q2	$915K	Buy	+13,771	New	+$927K	0.19%	123
2023 Q4	$832K	Buy	+14,434	New	+$758K	0.2%	119
2022 Q1	–	Sell	-11,841	Closed	-$963K	–	210
2021 Q4	$963K	Sell	11,841 -212	-2%	-$16K	0.49%	50
2021 Q3	$821K	Sell	12,053 -1,396	-10%	-$101K	0.33%	70
2021 Q2	$923K	Buy	13,449 +13	+0.1%	+$839	0.36%	69
2021 Q1	$802K	Buy	13,436 +466	+4%	+$25.6K	0.46%	64
2020 Q4	$604K	Buy	+12,970	New	+$576K	0.42%	71

Other funds holding JCI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Golden State Equity Partners's JCI Position: Q2 2026 in Review

Golden State Equity Partners reduced its Johnson Controls International (JCI) stake by 96% in Q2 2026, selling an estimated $835K and leaving 253 shares worth $37K. The position accounts for 0.1% of the portfolio, ranked #123.

Golden State Equity Partners first reported a position in JCI in Q4 2020 and has held it in 15 quarters since. The position peaked at $963K in Q4 2021. 802 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Golden State Equity Partners held 253 shares of Johnson Controls International worth $37K as of Q2 2026.
Golden State Equity Partners sold 5,915 Johnson Controls International shares in Q2 2026, an estimated $835K.
Johnson Controls International made up 0.1% of Golden State Equity Partners's portfolio in Q2 2026, its #123 holding.
Golden State Equity Partners first reported a position in Johnson Controls International in Q4 2020 and has held it in 15 quarters since.
Golden State Equity Partners's Johnson Controls International position peaked at $963K in Q4 2021.
802 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.