Goldstein Advisors’s Johnson Controls International JCI Stock Holding History

Goldstein Advisors’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	$1.59M	Buy	10,907 +26	+0.2%	+$3.67K	0.15%	63
2026 Q1	$1.42M	Buy	10,881 +3	+0%	+$388	0.16%	59
2025 Q4	$1.3M	Buy	10,878 +2	+0%	+$230	0.15%	58
2025 Q3	$1.2M	Buy	10,876 +3	+0%	+$321	0.15%	60
2025 Q2	$1.15M	Sell	10,873 -44	-0.4%	-$4.05K	0.15%	57
2025 Q1	$875K	Sell	10,917 -496	-4%	-$40.8K	0.13%	63
2024 Q4	$901K	Hold	11,413	–	–	0.13%	59
2024 Q3	$886K	Hold	11,413	–	–	0.13%	60
2024 Q2	$759K	Buy	11,413 +75	+0.7%	+$5.05K	0.13%	61
2024 Q1	$741K	Sell	11,338 -342	-3%	-$19.9K	0.13%	61
2023 Q4	$673K	Sell	11,680 -263	-2%	-$13.8K	0.11%	87
2023 Q3	$635K	Sell	11,943 -342	-3%	-$21.1K	0.13%	59
2023 Q2	$837K	Sell	12,285 -339	-3%	-$20.8K	0.18%	52
2023 Q1	$760K	Buy	12,624 +31	+0.2%	+$1.99K	0.17%	58
2022 Q4	$806K	Buy	+12,593	New	+$770K	0.2%	54

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldstein Advisors's JCI Position: Q2 2026 in Review

Goldstein Advisors increased its Johnson Controls International (JCI) stake by 0.24% in Q2 2026, buying an estimated $3.67K and bringing the position to 10,907 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #63.

Goldstein Advisors first reported a position in JCI in Q4 2022 and has held it in 15 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Goldstein Advisors held 10,907 shares of Johnson Controls International worth $1.59M as of Q2 2026.
Goldstein Advisors bought 26 Johnson Controls International shares in Q2 2026, an estimated $3.67K.
Johnson Controls International made up 0.15% of Goldstein Advisors's portfolio in Q2 2026, its #63 holding.
Goldstein Advisors first reported a position in Johnson Controls International in Q4 2022 and has held it in 15 quarters since.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.