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Sax Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Sax 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 		$2.17M Buy
16,547
+535
+3% +$75.5K 0.09% 142
2026
Q1 		$1.92M Hold
16,012
– – 0.09% 123
2025
Q4 		$1.92M Buy
16,012
+2,195
+16% +$252K 0.09% 125
2025
Q3 		$1.52M Buy
13,817
+305
+2% +$32.6K 0.08% 129
2025
Q2 		$1.43M Buy
13,512
+765
+6% +$70.4K 0.09% 130
2025
Q1 		$1.02M Buy
12,747
+3,261
+34% +$268K 0.07% 138
2024
Q4 		$749K Buy
9,486
+1,057
+13% +$84.8K 0.06% 149
2024
Q3 		$654K Buy
8,429
+1,946
+30% +$137K 0.06% 131
2024
Q2 		$431K Buy
+6,483
New +$436K 0.04% 162

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sax Wealth Advisors's JCI Position: Q2 2026 in Review

Sax Wealth Advisors increased its Johnson Controls International (JCI) stake by 3.3% in Q2 2026, buying an estimated $75.5K and bringing the position to 16,547 shares worth $2.17M. The position accounts for 0.09% of the portfolio, ranked #142.

Sax Wealth Advisors first reported a position in JCI in Q2 2024 and has held it in 9 quarters since. 335 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Sax Wealth Advisors held 16,547 shares of Johnson Controls International worth $2.17M as of Q2 2026.
  • Sax Wealth Advisors bought 535 Johnson Controls International shares in Q2 2026, an estimated $75.5K.
  • Johnson Controls International made up 0.09% of Sax Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • Sax Wealth Advisors first reported a position in Johnson Controls International in Q2 2024 and has held it in 9 quarters since.
  • 335 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.