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Simplicity Wealth’s Johnson Controls International JCI Stock Holding History

Simplicity Wealth’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 		$521K Buy
3,563
+475
+15% +$67.1K 0.02% 622
2026
Q1 		$404K Buy
3,088
+865
+39% +$112K 0.02% 511
2025
Q4 		$266K Buy
2,223
+242
+12% +$27.8K 0.02% 598
2025
Q3 		$218K Buy
+1,981
New +$212K 0.01% 652
2024
Q3 		– Sell
-13,765
Closed -$915K – 850
2024
Q2 		$915K Buy
13,765
+139
+1% +$9.36K 0.02% 561
2024
Q1 		$890K Buy
+13,626
New +$794K 0.02% 551

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

Simplicity Wealth's JCI Position: Q2 2026 in Review

Simplicity Wealth increased its Johnson Controls International (JCI) stake by 15% in Q2 2026, buying an estimated $67.1K and bringing the position to 3,563 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #622.

Simplicity Wealth first reported a position in JCI in Q1 2024 and has held it in 6 quarters since. The position peaked at $915K in Q2 2024. 1,613 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Simplicity Wealth held 3,563 shares of Johnson Controls International worth $521K as of Q2 2026.
  • Simplicity Wealth bought 475 Johnson Controls International shares in Q2 2026, an estimated $67.1K.
  • Johnson Controls International made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #622 holding.
  • Simplicity Wealth first reported a position in Johnson Controls International in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Johnson Controls International position peaked at $915K in Q2 2024.
  • 1,613 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.