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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,464 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.
1,464 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.