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Horizon Family Wealth’s Johnson Controls International JCI Stock Holding History

Horizon Family Wealth’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
Q2 		– Sell
-4,373
Closed -$350K – 77
2025
Q1 		$350K Buy
4,373
+433
+11% +$35.6K 0.23% 53
2024
Q4 		$311K Buy
3,940
+27
+0.7% +$2.17K 0.21% 65
2024
Q3 		$304K Buy
3,913
+101
+3% +$7.09K 0.22% 63
2024
Q2 		$253K Buy
3,812
+17
+0.4% +$1.14K 0.19% 68
2024
Q1 		$248K Buy
+3,795
New +$221K 0.19% 65

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Horizon Family Wealth's JCI Position: Q2 2025 in Review

Horizon Family Wealth sold out of Johnson Controls International (JCI) in Q2 2025, closing a stake of 4,373 shares — an estimated $350K sold.

Horizon Family Wealth first reported a position in JCI in Q1 2024 and held it in 5 quarters. The position peaked at $350K in Q1 2025. 1,348 funds tracked by Wall St. Rank hold JCI as of Q2 2025.

  • Horizon Family Wealth reported no remaining Johnson Controls International position as of Q2 2025 after selling out during the quarter.
  • Horizon Family Wealth sold 4,373 Johnson Controls International shares in Q2 2025, an estimated $350K.
  • Horizon Family Wealth first reported a position in Johnson Controls International in Q1 2024 and held it in 5 quarters.
  • Horizon Family Wealth's Johnson Controls International position peaked at $350K in Q1 2025.
  • 1,348 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2025.

Based on Horizon Family Wealth's 13F filing for Q2 2025, filed 8 Aug 2025.