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Nvest Wealth Strategies’s Johnson Controls International JCI Stock Holding History

Nvest Wealth Strategies’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 		$5.55K Buy
38
+3
+9% +$424 ﹤0.01% 145
2026
Q1 		$4.58K Hold
35
– – ﹤0.01% 154
2025
Q4 		$4.19K Buy
+35
New +$4.02K ﹤0.01% 160

Other funds holding JCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
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
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 22.96% 1-Year Est. Return

Nvest Wealth Strategies's JCI Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Johnson Controls International (JCI) stake by 8.6% in Q2 2026, buying an estimated $424 and bringing the position to 38 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Nvest Wealth Strategies first reported a position in JCI in Q4 2025 and has held it in 3 quarters since. 959 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Nvest Wealth Strategies held 38 shares of Johnson Controls International worth $5.55K as of Q2 2026.
  • Nvest Wealth Strategies bought 3 Johnson Controls International shares in Q2 2026, an estimated $424.
  • Johnson Controls International made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #145 holding.
  • Nvest Wealth Strategies first reported a position in Johnson Controls International in Q4 2025 and has held it in 3 quarters since.
  • 959 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.