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Opal Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Opal 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 		– Sell
-2,417
Closed -$317K – 407
2026
Q1 		$317K Sell
2,417
-82
-3% -$10.6K 0.07% 143
2025
Q4 		$299K Sell
2,499
-141
-5% -$16.2K 0.08% 157
2025
Q3 		$290K Sell
2,640
-373
-12% -$39.9K 0.08% 147
2025
Q2 		$318K Buy
3,013
+257
+9% +$23.7K 0.09% 126
2025
Q1 		$221K Buy
2,756
+74
+3% +$6.08K 0.07% 168
2024
Q4 		$212K Buy
+2,682
New +$215K 0.06% 181
2024
Q3 		– Sell
-3,212
Closed -$214K – 695
2024
Q2 		$214K Buy
+3,212
New +$216K 0.07% 165

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Opal Wealth Advisors's JCI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Johnson Controls International (JCI) in Q2 2026, closing a stake of 2,417 shares — an estimated $317K sold.

Opal Wealth Advisors first reported a position in JCI in Q2 2024 and held it in 7 quarters. The position peaked at $318K in Q2 2025. 1,613 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Johnson Controls International position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 2,417 Johnson Controls International shares in Q2 2026, an estimated $317K.
  • Opal Wealth Advisors first reported a position in Johnson Controls International in Q2 2024 and held it in 7 quarters.
  • Opal Wealth Advisors's Johnson Controls International position peaked at $318K in Q2 2025.
  • 1,613 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.