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Savvy Advisors Inc’s Johnson Controls International JCI Stock Holding History

Savvy Advisors Inc’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 		$991K Buy
6,781
+884
+15% +$125K 0.02% 535
2026
Q1 		$772K Buy
5,897
+942
+19% +$122K 0.02% 509
2025
Q4 		$593K Buy
4,955
+790
+19% +$90.7K 0.02% 517
2025
Q3 		$458K Buy
4,165
+1,302
+45% +$139K 0.02% 452
2025
Q2 		$302K Buy
+2,863
New +$264K 0.02% 491

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's JCI Position: Q2 2026 in Review

Savvy Advisors Inc increased its Johnson Controls International (JCI) stake by 15% in Q2 2026, buying an estimated $125K and bringing the position to 6,781 shares worth $991K. The position accounts for 0.02% of the portfolio, ranked #535.

Savvy Advisors Inc first reported a position in JCI in Q2 2025 and has held it in 5 quarters since. 1,615 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Savvy Advisors Inc held 6,781 shares of Johnson Controls International worth $991K as of Q2 2026.
  • Savvy Advisors Inc bought 884 Johnson Controls International shares in Q2 2026, an estimated $125K.
  • Johnson Controls International made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #535 holding.
  • Savvy Advisors Inc first reported a position in Johnson Controls International in Q2 2025 and has held it in 5 quarters since.
  • 1,615 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.