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Halbert Hargrove Global Advisors’s Johnson Controls International JCI Stock Holding History

Halbert Hargrove Global 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 		$877 Buy
+6
New +$847 ﹤0.01% 458
2025
Q4 		– Sell
-17
Closed -$1.87K – 566
2025
Q3 		$1.87K Buy
+17
New +$1.82K ﹤0.01% 579

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Halbert Hargrove Global Advisors's JCI Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Johnson Controls International (JCI) in Q2 2026: 6 shares worth $877. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in JCI as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in JCI in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.87K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Halbert Hargrove Global Advisors held 6 shares of Johnson Controls International worth $877 as of Q2 2026.
  • Johnson Controls International was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Johnson Controls International made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #458 holding.
  • Halbert Hargrove Global Advisors first reported a position in Johnson Controls International in Q3 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Johnson Controls International position peaked at $1.87K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.