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SC&H Financial Advisors’s Johnson Controls International JCI Stock Holding History

SC&H Financial 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 		$461K Buy
3,156
+9
+0.3% +$1.27K 0.06% 100
2026
Q1 		$412K Buy
3,147
+11
+0.4% +$1.42K 0.06% 99
2025
Q4 		$376K Buy
+3,136
New +$360K 0.06% 104

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

SC&H Financial Advisors's JCI Position: Q2 2026 in Review

SC&H Financial Advisors increased its Johnson Controls International (JCI) stake by 0.29% in Q2 2026, buying an estimated $1.27K and bringing the position to 3,156 shares worth $461K. The position accounts for 0.06% of the portfolio, ranked #100.

SC&H Financial Advisors first reported a position in JCI in Q4 2025 and has held it in 3 quarters since. 1,611 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • SC&H Financial Advisors held 3,156 shares of Johnson Controls International worth $461K as of Q2 2026.
  • SC&H Financial Advisors bought 9 Johnson Controls International shares in Q2 2026, an estimated $1.27K.
  • Johnson Controls International made up 0.06% of SC&H Financial Advisors's portfolio in Q2 2026, its #100 holding.
  • SC&H Financial Advisors first reported a position in Johnson Controls International in Q4 2025 and has held it in 3 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.