Moneta Group Investment Advisors’s Johnson Controls International JCI Stock Holding History

Moneta Group Investment Advisors’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 Q1	–	Sell	-1,799	Closed	-$215K	–	834
2025 Q4	$215K	Buy	+1,799	New	+$207K	﹤0.01%	758
2019 Q2	–	Sell	-1,678	Closed	-$62K	–	264
2019 Q1	$62K	Buy	+1,678	New	+$57.6K	0.01%	226
2018 Q1	–	Sell	-12	Closed	–	–	672
2017 Q4	$0	Buy	+12	New	+$469	﹤0.01%	511

Other funds holding JCI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Moneta Group Investment Advisors's JCI Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Johnson Controls International (JCI) in Q1 2026, closing a stake of 1,799 shares — an estimated $215K sold.

Moneta Group Investment Advisors first reported a position in JCI in Q4 2017 and held it in 3 quarters. The position peaked at $215K in Q4 2025. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

Moneta Group Investment Advisors reported no remaining Johnson Controls International position as of Q1 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 1,799 Johnson Controls International shares in Q1 2026, an estimated $215K.
Moneta Group Investment Advisors first reported a position in Johnson Controls International in Q4 2017 and held it in 3 quarters.
Moneta Group Investment Advisors's Johnson Controls International position peaked at $215K in Q4 2025.
1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.