McGlone Suttner Wealth Management’s Johnson Controls International JCI Stock Holding History

McGlone Suttner Wealth Management’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 Q3	–	Sell	-3,319	Closed	-$351K	–	196
2025 Q2	$351K	Sell	3,319 -335	-9%	-$30.8K	0.05%	145
2025 Q1	$293K	Buy	3,654 +256	+8%	+$21K	0.05%	153
2024 Q4	$268K	Buy	3,398 +277	+9%	+$22.2K	0.04%	147
2024 Q3	$242K	Buy	+3,121	New	+$219K	0.05%	151
2024 Q2	–	Sell	-3,073	Closed	-$201K	–	169
2024 Q1	$201K	Buy	3,073 +142	+5%	+$8.27K	0.04%	163
2023 Q4	$169K	Buy	+2,931	New	+$154K	0.03%	170

Other funds holding JCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McGlone Suttner Wealth Management's JCI Position: Q3 2025 in Review

McGlone Suttner Wealth Management sold out of Johnson Controls International (JCI) in Q3 2025, closing a stake of 3,319 shares — an estimated $351K sold.

McGlone Suttner Wealth Management first reported a position in JCI in Q4 2023 and held it in 6 quarters. The position peaked at $351K in Q2 2025. 1,336 funds tracked by Wall St. Rank hold JCI as of Q3 2025.

McGlone Suttner Wealth Management reported no remaining Johnson Controls International position as of Q3 2025 after selling out during the quarter.
McGlone Suttner Wealth Management sold 3,319 Johnson Controls International shares in Q3 2025, an estimated $351K.
McGlone Suttner Wealth Management first reported a position in Johnson Controls International in Q4 2023 and held it in 6 quarters.
McGlone Suttner Wealth Management's Johnson Controls International position peaked at $351K in Q2 2025.
1,336 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.