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Moss Adams Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Moss Adams Wealth 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
Q2 		$295K Buy
2,010
+122
+6% +$17.2K 0.02% 226
2026
Q1 		$248K Buy
1,888
+86
+5% +$11.1K 0.02% 236
2025
Q4 		$216K Buy
+1,802
New +$207K 0.02% 245

Other funds holding JCI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Moss Adams Wealth Advisors's JCI Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Johnson Controls International (JCI) stake by 6.5% in Q2 2026, buying an estimated $17.2K and bringing the position to 2,010 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #226.

Moss Adams Wealth Advisors first reported a position in JCI in Q4 2025 and has held it in 3 quarters since. 721 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Moss Adams Wealth Advisors held 2,010 shares of Johnson Controls International worth $295K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 122 Johnson Controls International shares in Q2 2026, an estimated $17.2K.
  • Johnson Controls International made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Moss Adams Wealth Advisors first reported a position in Johnson Controls International in Q4 2025 and has held it in 3 quarters since.
  • 721 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.