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National Wealth Management Group’s Johnson Controls International JCI Stock Holding History

National Wealth Management Group’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 		$266K Sell
1,821
-84
-4% -$11.9K 0.08% 192
2026
Q1 		$249K Sell
1,905
-30
-2% -$3.88K 0.09% 183
2025
Q4 		$232K Buy
+1,935
New +$222K 0.08% 217

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

National Wealth Management Group's JCI Position: Q2 2026 in Review

National Wealth Management Group reduced its Johnson Controls International (JCI) stake by 4.4% in Q2 2026, selling an estimated $11.9K and leaving 1,821 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #192.

National Wealth Management Group first reported a position in JCI in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • National Wealth Management Group held 1,821 shares of Johnson Controls International worth $266K as of Q2 2026.
  • National Wealth Management Group sold 84 Johnson Controls International shares in Q2 2026, an estimated $11.9K.
  • Johnson Controls International made up 0.08% of National Wealth Management Group's portfolio in Q2 2026, its #192 holding.
  • National Wealth Management Group first reported a position in Johnson Controls International in Q4 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.