Invera Wealth Advisors’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
Other funds holding JCI
Invera Wealth Advisors's JCI Position: Q2 2026 in Review
Invera Wealth Advisors reduced its Johnson Controls International (JCI) stake by 8.6% in Q2 2026, selling an estimated $173K and leaving 13,078 shares worth $1.91M. The position accounts for 1.02% of the portfolio, ranked #28.
Invera Wealth Advisors first reported a position in JCI in Q1 2025 and has held it in 6 quarters since. 1,613 funds tracked by Wall St. Rank hold JCI as of Q2 2026.
- Invera Wealth Advisors held 13,078 shares of Johnson Controls International worth $1.91M as of Q2 2026.
- Invera Wealth Advisors sold 1,224 Johnson Controls International shares in Q2 2026, an estimated $173K.
- Johnson Controls International made up 1.02% of Invera Wealth Advisors's portfolio in Q2 2026, its #28 holding.
- Invera Wealth Advisors first reported a position in Johnson Controls International in Q1 2025 and has held it in 6 quarters since.
- 1,613 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.
Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.