Regent Peak Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$296K Buy
2,027
+101
+5% +$14.3K 0.05% 155
2026
Q1
$252K Buy
1,926
+146
+8% +$18.9K 0.05% 164
2025
Q4
$213K Buy
+1,780
New +$204K 0.04% 174
2021
Q1
Sell
-729
Closed -$34K 569
2020
Q4
$34K Buy
+729
New +$32.4K 0.01% 359

Other funds holding JCI

Regent Peak Wealth Advisors's JCI Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Johnson Controls International (JCI) stake by 5.2% in Q2 2026, buying an estimated $14.3K and bringing the position to 2,027 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #155.

Regent Peak Wealth Advisors first reported a position in JCI in Q4 2020 and has held it in 4 quarters since. 367 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,027 shares of Johnson Controls International worth $296K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 101 Johnson Controls International shares in Q2 2026, an estimated $14.3K.
  • Johnson Controls International made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Regent Peak Wealth Advisors first reported a position in Johnson Controls International in Q4 2020 and has held it in 4 quarters since.
  • 367 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.