Kovitz Investment Group Partners
JCI icon

Kovitz Investment Group Partners’s Johnson Controls International JCI Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-24,357
Closed -$2.68M – 908
2025
Q3 		$2.68M Sell
24,357
-723
-3% -$77.3K 0.01% 579
2025
Q2 		$2.65M Buy
25,080
+1,275
+5% +$117K 0.01% 571
2025
Q1 		$1.91M Buy
23,805
+703
+3% +$57.8K 0.01% 592
2024
Q4 		$1.82M Buy
23,102
+1,074
+5% +$86.2K 0.01% 591
2024
Q3 		$857K Buy
22,028
+3,191
+17% +$224K 0.01% 662
2024
Q2 		$1.25M Buy
18,837
+441
+2% +$29.7K 0.01% 495
2024
Q1 		$1.2M Buy
18,396
+8,117
+79% +$473K 0.02% 379
2023
Q4 		$592K Sell
10,279
-70
-0.7% -$3.67K 0.01% 316
2023
Q3 		$551K Sell
10,349
-10,467
-50% -$646K 0.01% 324
2023
Q2 		$1.42M Buy
20,816
+10,125
+95% +$623K 0.02% 264
2023
Q1 		$644K Sell
10,691
-442
-4% -$28.3K 0.01% 324
2022
Q4 		$713K Sell
11,133
-4,506
-29% -$276K 0.01% 314
2022
Q3 		$770K Sell
15,639
-4,650
-23% -$247K 0.02% 297
2022
Q2 		$971K Sell
20,289
-1,660
-8% -$92.5K 0.02% 290
2022
Q1 		$1.44M Buy
+21,949
New +$1.51M 0.03% 253
2021
Q4 		– Sell
-25,534
Closed -$1.74M – 437
2021
Q3 		$1.74M Buy
25,534
+1,029
+4% +$74.3K 0.03% 243
2021
Q2 		$1.68M Buy
+24,505
New +$1.58M 0.03% 253

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners's JCI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Johnson Controls International (JCI) in Q4 2025, closing a stake of 24,357 shares — an estimated $2.68M sold.

Kovitz Investment Group Partners first reported a position in JCI in Q2 2021 and held it in 17 quarters. The position peaked at $2.68M in Q3 2025. 1,460 funds tracked by Wall St. Rank hold JCI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Johnson Controls International position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 24,357 Johnson Controls International shares in Q4 2025, an estimated $2.68M.
  • Kovitz Investment Group Partners first reported a position in Johnson Controls International in Q2 2021 and held it in 17 quarters.
  • Kovitz Investment Group Partners's Johnson Controls International position peaked at $2.68M in Q3 2025.
  • 1,460 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.