RSWM
JCI icon

Robertson Stephens Wealth Management’s Johnson Controls International JCI Stock Holding History

Robertson Stephens Wealth 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
2025
Q4 		– Sell
-2,531
Closed -$279K – 662
2025
Q3 		$279K Sell
2,531
-44
-2% -$4.7K 0.01% 456
2025
Q2 		$273K Sell
2,575
-54
-2% -$4.97K 0.01% 476
2025
Q1 		$212K Sell
2,629
-205
-7% -$16.9K 0.01% 523
2024
Q4 		$225K Buy
2,834
+5
+0.2% +$401 0.01% 530
2024
Q3 		$221K Buy
+2,829
New +$198K 0.01% 586

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robertson Stephens Wealth Management's JCI Position: Q4 2025 in Review

Robertson Stephens Wealth Management sold out of Johnson Controls International (JCI) in Q4 2025, closing a stake of 2,531 shares — an estimated $279K sold.

Robertson Stephens Wealth Management first reported a position in JCI in Q3 2024 and held it in 5 quarters. The position peaked at $279K in Q3 2025. 1,458 funds tracked by Wall St. Rank hold JCI as of Q4 2025.

  • Robertson Stephens Wealth Management reported no remaining Johnson Controls International position as of Q4 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,531 Johnson Controls International shares in Q4 2025, an estimated $279K.
  • Robertson Stephens Wealth Management first reported a position in Johnson Controls International in Q3 2024 and held it in 5 quarters.
  • Robertson Stephens Wealth Management's Johnson Controls International position peaked at $279K in Q3 2025.
  • 1,458 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.