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Invera Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Invera Wealth 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
Q1 		$1.87M Sell
14,302
-217
-1% -$28K 1.2% 27
2025
Q4 		$1.74M Sell
14,519
-999
-6% -$115K 1.1% 27
2025
Q3 		$1.71M Buy
15,518
+29
+0.2% +$3.1K 1.05% 29
2025
Q2 		$1.64M Sell
15,489
-174
-1% -$16K 1.07% 31
2025
Q1 		$1.25M Buy
+15,663
New +$1.29M 0.81% 40

Other funds holding JCI

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invera Wealth Advisors's JCI Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Johnson Controls International (JCI) stake by 1.5% in Q1 2026, selling an estimated $28K and leaving 14,302 shares worth $1.87M. The position accounts for 1.2% of the portfolio, ranked #27.

Invera Wealth Advisors first reported a position in JCI in Q1 2025 and has held it in 5 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Invera Wealth Advisors held 14,302 shares of Johnson Controls International worth $1.87M as of Q1 2026.
  • Invera Wealth Advisors sold 217 Johnson Controls International shares in Q1 2026, an estimated $28K.
  • Johnson Controls International made up 1.2% of Invera Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Invera Wealth Advisors first reported a position in Johnson Controls International in Q1 2025 and has held it in 5 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.