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Oak Harvest Investment Services’s Johnson Controls International JCI Stock Holding History

Oak Harvest Investment Services’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 		– Sell
-3,900
Closed -$511K – 186
2026
Q1 		$511K Buy
+3,900
New +$504K 0.05% 123

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

Oak Harvest Investment Services's JCI Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of Johnson Controls International (JCI) in Q2 2026, closing a stake of 3,900 shares — an estimated $511K sold.

Oak Harvest Investment Services first reported a position in JCI in Q1 2026 and held it in 1 quarter. The position peaked at $511K in Q1 2026. 487 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining Johnson Controls International position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 3,900 Johnson Controls International shares in Q2 2026, an estimated $511K.
  • Oak Harvest Investment Services first reported a position in Johnson Controls International in Q1 2026 and held it in 1 quarter.
  • Oak Harvest Investment Services's Johnson Controls International position peaked at $511K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.