Plato Investment Management’s Johnson Controls International JCI Stock Holding History

Plato Investment Management’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	$1.89M	Sell	13,023 -262	-2%	-$37K	0.11%	184
2026 Q1	$1.74M	Buy	13,285 +886	+7%	+$114K	0.12%	182
2025 Q4	$1.49M	Buy	12,399 +394	+3%	+$45.2K	0.1%	207
2025 Q3	$1.31M	Hold	12,005	–	–	0.09%	230
2025 Q2	$1.26M	Buy	12,005 +5	+0%	+$460	0.1%	219
2025 Q1	$972K	Buy	12,000 +38	+0.3%	+$3.12K	0.08%	248
2024 Q4	$948K	Hold	11,962	–	–	0.07%	261
2024 Q3	$927K	Hold	11,962	–	–	0.08%	254
2024 Q2	$795K	Buy	+11,962	New	+$805K	0.07%	229
2024 Q1	–	Sell	-1,203	Closed	-$69.3K	–	500
2023 Q4	$69.3K	Buy	+1,203	New	+$63.1K	0.09%	194

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Plato Investment Management's JCI Position: Q2 2026 in Review

Plato Investment Management reduced its Johnson Controls International (JCI) stake by 2% in Q2 2026, selling an estimated $37K and leaving 13,023 shares worth $1.89M. The position accounts for 0.11% of the portfolio, ranked #184.

Plato Investment Management first reported a position in JCI in Q4 2023 and has held it in 10 quarters since. 1,615 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Plato Investment Management held 13,023 shares of Johnson Controls International worth $1.89M as of Q2 2026.
Plato Investment Management sold 262 Johnson Controls International shares in Q2 2026, an estimated $37K.
Johnson Controls International made up 0.11% of Plato Investment Management's portfolio in Q2 2026, its #184 holding.
Plato Investment Management first reported a position in Johnson Controls International in Q4 2023 and has held it in 10 quarters since.
1,615 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.