Intergy Private Wealth
JCI icon

Intergy Private Wealth’s Johnson Controls International JCI Stock Holding History

Intergy Private 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
2026
Q3 		$240K Sell
1,617
-15
-0.9% -$2.17K 0.05% 119
2026
Q2 		$238K Buy
+1,632
New +$230K 0.06% 121

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Rempart Asset Management
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Intergy Private Wealth's JCI Position: Q3 2026 in Review

Intergy Private Wealth reduced its Johnson Controls International (JCI) stake by 0.92% in Q3 2026, selling an estimated $2.17K and leaving 1,617 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #119.

Intergy Private Wealth first reported a position in JCI in Q2 2026 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • Intergy Private Wealth held 1,617 shares of Johnson Controls International worth $240K as of Q3 2026.
  • Intergy Private Wealth sold 15 Johnson Controls International shares in Q3 2026, an estimated $2.17K.
  • Johnson Controls International made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #119 holding.
  • Intergy Private Wealth first reported a position in Johnson Controls International in Q2 2026 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.