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Sequoia Financial Advisors’s Johnson Controls International JCI Stock Holding History

Sequoia 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 		$5.55M Buy
37,970
+5,650
+17% +$798K 0.03% 338
2026
Q1 		$4.23M Buy
32,320
+1,044
+3% +$135K 0.02% 359
2025
Q4 		$3.75M Buy
31,276
+6,596
+27% +$757K 0.02% 386
2025
Q3 		$2.71M Buy
24,680
+824
+3% +$88K 0.02% 443
2025
Q2 		$2.52M Sell
23,856
-158,555
-87% -$14.6M 0.02% 415
2025
Q1 		$14.6M Sell
182,411
-22,136
-11% -$1.82M 0.11% 157
2024
Q4 		$16.1M Sell
204,547
-15,663
-7% -$1.26M 0.16% 133
2024
Q3 		$17.1M Sell
220,210
-18,600
-8% -$1.3M 0.18% 110
2024
Q2 		$15.9M Sell
238,810
-19,199
-7% -$1.29M 0.19% 106
2024
Q1 		$16.9M Buy
258,009
+12,002
+5% +$699K 0.21% 98
2023
Q4 		$14.2M Buy
246,007
+241,431
+5,276% +$12.7M 0.18% 114
2023
Q3 		$243K Sell
4,576
-1,585
-26% -$97.8K ﹤0.01% 778
2023
Q2 		$420K Buy
6,161
+176
+3% +$10.8K 0.01% 583
2023
Q1 		$360K Buy
5,985
+599
+11% +$38.4K 0.01% 563
2022
Q4 		$345K Buy
+5,386
New +$330K 0.01% 540
2020
Q2 		– Sell
-56,029
Closed -$1.51M – 385
2020
Q1 		$1.51M Sell
56,029
-220
-0.4% -$8.2K 0.11% 93
2019
Q4 		$2.29M Buy
56,249
+927
+2% +$39.1K 0.15% 89
2019
Q3 		$2.43M Buy
+55,322
New +$2.34M 0.18% 74
2016
Q4 		– Sell
-4,587
Closed -$213K – 280
2016
Q3 		$213K Sell
4,587
-1,440
-24% -$66.8K 0.04% 221
2016
Q2 		$279K Buy
+6,027
New +$266K 0.08% 184

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

Sequoia Financial Advisors's JCI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Johnson Controls International (JCI) stake by 17% in Q2 2026, buying an estimated $798K and bringing the position to 37,970 shares worth $5.55M. The position accounts for 0.03% of the portfolio, ranked #338.

Sequoia Financial Advisors first reported a position in JCI in Q2 2016 and has held it in 20 quarters since. The position peaked at $17.1M in Q3 2024. 1,615 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Sequoia Financial Advisors held 37,970 shares of Johnson Controls International worth $5.55M as of Q2 2026.
  • Sequoia Financial Advisors bought 5,650 Johnson Controls International shares in Q2 2026, an estimated $798K.
  • Johnson Controls International made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #338 holding.
  • Sequoia Financial Advisors first reported a position in Johnson Controls International in Q2 2016 and has held it in 20 quarters since.
  • Sequoia Financial Advisors's Johnson Controls International position peaked at $17.1M in Q3 2024.
  • 1,615 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.