Klingman & Associates’s Johnson Controls International JCI Stock Holding History

Klingman & Associates’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	$384K	Buy	2,581 +782	+43%	+$113K	0.02%	265
2026 Q2	$263K	Buy	1,799 +84	+5%	+$11.9K	0.01%	290
2026 Q1	$225K	Buy	1,715 +11	+0.6%	+$1.42K	0.01%	312
2025 Q4	$204K	Buy	+1,704	New	+$196K	0.01%	318
2016 Q4	–	Sell	-297	Closed	-$14K	–	210
2016 Q3	$14K	Buy	+297	New	+$13.8K	﹤0.01%	277

Other funds holding JCI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Klingman & Associates's JCI Position: Q3 2026 in Review

Klingman & Associates increased its Johnson Controls International (JCI) stake by 43% in Q3 2026, buying an estimated $113K and bringing the position to 2,581 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #265.

Klingman & Associates first reported a position in JCI in Q3 2016 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

Klingman & Associates held 2,581 shares of Johnson Controls International worth $384K as of Q3 2026.
Klingman & Associates bought 782 Johnson Controls International shares in Q3 2026, an estimated $113K.
Johnson Controls International made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #265 holding.
Klingman & Associates first reported a position in Johnson Controls International in Q3 2016 and has held it in 5 quarters since.
412 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.