Root Financial Partners’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
$382K Buy
2,616
+1,033
+65% +$146K 0.01% 238
2026
Q1
$207K Buy
1,583
+169
+12% +$21.8K 0.01% 326
2025
Q4
$169K Sell
1,414
-482
-25% -$55.3K 0.01% 334
2025
Q3
$208K Buy
+1,896
New +$203K 0.01% 275

Other funds holding JCI

Root Financial Partners's JCI Position: Q2 2026 in Review

Root Financial Partners increased its Johnson Controls International (JCI) stake by 65% in Q2 2026, buying an estimated $146K and bringing the position to 2,616 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #238.

Root Financial Partners first reported a position in JCI in Q3 2025 and has held it in 4 quarters since. 1,613 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Root Financial Partners held 2,616 shares of Johnson Controls International worth $382K as of Q2 2026.
  • Root Financial Partners bought 1,033 Johnson Controls International shares in Q2 2026, an estimated $146K.
  • Johnson Controls International made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #238 holding.
  • Root Financial Partners first reported a position in Johnson Controls International in Q3 2025 and has held it in 4 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.