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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.68M Buy
18,338
+490
+3% +$69.2K 0.11% 210
2026
Q1
$2.34M Buy
17,848
+366
+2% +$47.3K 0.11% 209
2025
Q4
$2.09M Buy
17,482
+12,534
+253% +$1.44M 0.1% 201
2025
Q3
$544K Buy
+4,948
New +$529K 0.03% 458
2024
Q4
Sell
-14,205
Closed -$1.1M 855
2024
Q3
$1.1M Buy
14,205
+2,977
+27% +$209K 0.08% 267
2024
Q2
$746K Sell
11,228
-154
-1% -$10.4K 0.07% 295
2024
Q1
$743K Buy
11,382
+1,876
+20% +$109K 0.09% 259
2023
Q4
$548K Buy
9,506
+4,822
+103% +$253K 0.06% 326
2023
Q3
$249K Buy
+4,684
New +$289K 0.04% 353

Other funds holding JCI

Kingswood Wealth Advisors's JCI Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Johnson Controls International (JCI) stake by 2.7% in Q2 2026, buying an estimated $69.2K and bringing the position to 18,338 shares worth $2.68M. The position accounts for 0.11% of the portfolio, ranked #210.

Kingswood Wealth Advisors first reported a position in JCI in Q3 2023 and has held it in 9 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Kingswood Wealth Advisors held 18,338 shares of Johnson Controls International worth $2.68M as of Q2 2026.
  • Kingswood Wealth Advisors bought 490 Johnson Controls International shares in Q2 2026, an estimated $69.2K.
  • Johnson Controls International made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #210 holding.
  • Kingswood Wealth Advisors first reported a position in Johnson Controls International in Q3 2023 and has held it in 9 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.