Mount Yale Investment Advisors’s Johnson Controls International JCI Stock Holding History

Mount Yale 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 Q2	$5.24M	Sell	35,733 -3,319	-8%	-$469K	0.1%	223
2026 Q1	$5.13M	Buy	39,052 +34,586	+774%	+$4.47M	0.12%	183
2025 Q4	$537K	Sell	4,466 -8,205	-65%	-$942K	0.03%	446
2025 Q3	$1.4M	Buy	12,671 +12,349	+3,835%	+$1.32M	0.1%	218
2025 Q2	$34K	Buy	+322	New	+$29.6K	﹤0.01%	927
2018 Q3	–	Sell	-95	Closed	-$3K	–	969
2018 Q2	$3K	Buy	+95	New	+$3.3K	﹤0.01%	912

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mount Yale Investment Advisors's JCI Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Johnson Controls International (JCI) stake by 8.5% in Q2 2026, selling an estimated $469K and leaving 35,733 shares worth $5.24M. The position accounts for 0.1% of the portfolio, ranked #223.

Mount Yale Investment Advisors first reported a position in JCI in Q2 2018 and has held it in 6 quarters since. 1,616 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Mount Yale Investment Advisors held 35,733 shares of Johnson Controls International worth $5.24M as of Q2 2026.
Mount Yale Investment Advisors sold 3,319 Johnson Controls International shares in Q2 2026, an estimated $469K.
Johnson Controls International made up 0.1% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #223 holding.
Mount Yale Investment Advisors first reported a position in Johnson Controls International in Q2 2018 and has held it in 6 quarters since.
1,616 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.