Modera Wealth Management’s Johnson Controls International JCI Stock Holding History

Modera 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
2026 Q2	$467K	Buy	3,197 +57	+2%	+$8.05K	0.01%	472
2026 Q1	$411K	Buy	3,140 +765	+32%	+$98.8K	﹤0.01%	471
2025 Q4	$284K	Buy	2,375 +60	+3%	+$6.89K	﹤0.01%	555
2025 Q3	$255K	Buy	2,315 +40	+2%	+$4.27K	﹤0.01%	575
2025 Q2	$240K	Buy	+2,275	New	+$209K	﹤0.01%	582
2023 Q3	–	Sell	-7,686	Closed	-$524K	–	567
2023 Q2	$524K	Buy	+7,686	New	+$473K	0.01%	374

Other funds holding JCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Modera Wealth Management's JCI Position: Q2 2026 in Review

Modera Wealth Management increased its Johnson Controls International (JCI) stake by 1.8% in Q2 2026, buying an estimated $8.05K and bringing the position to 3,197 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #472.

Modera Wealth Management first reported a position in JCI in Q2 2023 and has held it in 6 quarters since. The position peaked at $524K in Q2 2023. 959 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Modera Wealth Management held 3,197 shares of Johnson Controls International worth $467K as of Q2 2026.
Modera Wealth Management bought 57 Johnson Controls International shares in Q2 2026, an estimated $8.05K.
Johnson Controls International made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #472 holding.
Modera Wealth Management first reported a position in Johnson Controls International in Q2 2023 and has held it in 6 quarters since.
Modera Wealth Management's Johnson Controls International position peaked at $524K in Q2 2023.
959 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.