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Sagespring Wealth Partners’s Johnson Controls International JCI Stock Holding History

Sagespring Wealth Partners’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 		$3.29M Sell
22,531
-364
-2% -$51.4K 0.05% 169
2026
Q1 		$3M Buy
22,895
+420
+2% +$54.3K 0.05% 160
2025
Q4 		$2.69M Buy
22,475
+820
+4% +$94.1K 0.05% 162
2025
Q3 		$2.38M Buy
21,655
+1,253
+6% +$134K 0.05% 161
2025
Q2 		$2.15M Buy
20,402
+1,459
+8% +$134K 0.05% 166
2025
Q1 		$1.52M Buy
18,943
+3,399
+22% +$279K 0.04% 190
2024
Q4 		$1.23M Buy
+15,544
New +$1.25M 0.03% 193

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sagespring Wealth Partners's JCI Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Johnson Controls International (JCI) stake by 1.6% in Q2 2026, selling an estimated $51.4K and leaving 22,531 shares worth $3.29M. The position accounts for 0.05% of the portfolio, ranked #169.

Sagespring Wealth Partners first reported a position in JCI in Q4 2024 and has held it in 7 quarters since. 1,614 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Sagespring Wealth Partners held 22,531 shares of Johnson Controls International worth $3.29M as of Q2 2026.
  • Sagespring Wealth Partners sold 364 Johnson Controls International shares in Q2 2026, an estimated $51.4K.
  • Johnson Controls International made up 0.05% of Sagespring Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • Sagespring Wealth Partners first reported a position in Johnson Controls International in Q4 2024 and has held it in 7 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.