Sarver Vrooman Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Sarver Vrooman Wealth Advisors’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	$46.5K	Sell	319 -11	-3%	-$1.55K	0.03%	70
2026 Q1	$43.2K	Sell	330 -140	-30%	-$18.1K	0.03%	77
2025 Q4	$56.3K	Sell	470 -283	-38%	-$32.5K	0.04%	51
2025 Q3	$82.8K	Hold	753	–	–	0.05%	36
2025 Q2	$79.5K	Sell	753 -265	-26%	-$24.4K	0.05%	32
2025 Q1	$81.6K	Buy	+1,018	New	+$83.7K	0.05%	39

Other funds holding JCI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's JCI Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Johnson Controls International (JCI) stake by 3.3% in Q2 2026, selling an estimated $1.55K and leaving 319 shares worth $46.5K. The position accounts for 0.03% of the portfolio, ranked #70.

Sarver Vrooman Wealth Advisors first reported a position in JCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $82.8K in Q3 2025. 268 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Sarver Vrooman Wealth Advisors held 319 shares of Johnson Controls International worth $46.5K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 11 Johnson Controls International shares in Q2 2026, an estimated $1.55K.
Johnson Controls International made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Sarver Vrooman Wealth Advisors first reported a position in Johnson Controls International in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's Johnson Controls International position peaked at $82.8K in Q3 2025.
268 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.