SageView Advisory Group’s Johnson Controls International JCI Stock Holding History

SageView Advisory Group’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	$679K	Sell	5,666 -550	-9%	-$63.1K	0.02%	309
2025 Q3	$684K	Sell	6,216 -1,549	-20%	-$166K	0.02%	326
2025 Q2	$866K	Sell	7,765 -318	-4%	-$29.3K	0.03%	263
2025 Q1	$648K	Buy	8,083 +972	+14%	+$79.9K	0.03%	290
2024 Q4	$561K	Buy	7,111 +4,008	+129%	+$322K	0.02%	323
2024 Q3	$241K	Sell	3,103 -673	-18%	-$47.2K	0.01%	454
2024 Q2	$251K	Buy	+3,776	New	+$254K	0.01%	483
2024 Q1	–	Sell	-4,801	Closed	-$262K	–	638
2023 Q4	$262K	Buy	+4,801	New	+$252K	0.01%	550

Other funds holding JCI

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's JCI Position: Q4 2025 in Review

SageView Advisory Group reduced its Johnson Controls International (JCI) stake by 8.8% in Q4 2025, selling an estimated $63.1K and leaving 5,666 shares worth $679K. The position accounts for 0.02% of the portfolio, ranked #309.

SageView Advisory Group first reported a position in JCI in Q4 2023 and has held it in 8 quarters since. The position peaked at $866K in Q2 2025. 1,457 funds tracked by Wall St. Rank hold JCI as of Q4 2025.

SageView Advisory Group held 5,666 shares of Johnson Controls International worth $679K as of Q4 2025.
SageView Advisory Group sold 550 Johnson Controls International shares in Q4 2025, an estimated $63.1K.
Johnson Controls International made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #309 holding.
SageView Advisory Group first reported a position in Johnson Controls International in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's Johnson Controls International position peaked at $866K in Q2 2025.
1,457 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.