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

Physician 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 		$62.3K Buy
426
+35
+9% +$4.94K 0.01% 389
2026
Q1 		$51.2K Buy
391
+65
+20% +$8.4K 0.01% 396
2025
Q4 		$39.1K Buy
326
+7
+2% +$804 0.01% 429
2025
Q3 		$35.1K Buy
319
+123
+63% +$13.1K 0.01% 447
2025
Q2 		$20.7K Buy
196
+41
+26% +$3.77K ﹤0.01% 508
2025
Q1 		$12.4K Hold
155
– – ﹤0.01% 576
2024
Q4 		$12.2K Buy
+155
New +$12.4K ﹤0.01% 598

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
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
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

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

Physician Wealth Advisors increased its Johnson Controls International (JCI) stake by 9% in Q2 2026, buying an estimated $4.94K and bringing the position to 426 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #389.

Physician Wealth Advisors first reported a position in JCI in Q4 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Physician Wealth Advisors held 426 shares of Johnson Controls International worth $62.3K as of Q2 2026.
  • Physician Wealth Advisors bought 35 Johnson Controls International shares in Q2 2026, an estimated $4.94K.
  • Johnson Controls International made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #389 holding.
  • Physician Wealth Advisors first reported a position in Johnson Controls International in Q4 2024 and has held it in 7 quarters since.
  • 342 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

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