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

SOA 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	$51.5K	Buy	13,800 +3,654	+36%	+$516K	0.01%	385
2026 Q1	$31.2K	Hold	10,146	–	–	0.01%	438
2025 Q4	$29.4K	Hold	10,146	–	–	0.01%	449
2025 Q3	$27.8K	Hold	10,146	–	–	﹤0.01%	465
2025 Q2	$27.1K	Buy	10,146 +725	+8%	+$66.7K	0.01%	455
2025 Q1	$22.2K	Buy	9,421 +9,259	+5,715%	+$761K	﹤0.01%	455
2024 Q4	$12.8K	Hold	162	–	–	﹤0.01%	524
2024 Q3	$12.6K	Hold	162	–	–	﹤0.01%	512
2024 Q2	$10.8K	Hold	162	–	–	﹤0.01%	529
2024 Q1	$10.6K	Hold	162	–	–	﹤0.01%	532
2023 Q4	$9.34K	Sell	162 -268	-62%	-$14.1K	﹤0.01%	536
2023 Q3	$22.9K	Hold	430	–	–	0.01%	395
2023 Q2	$29.3K	Hold	430	–	–	0.01%	362
2023 Q1	$25.9K	Hold	430	–	–	0.01%	377
2022 Q4	$27.5K	Sell	430 -2	-0.5%	-$122	0.01%	357
2022 Q3	$21K	Sell	432 -12	-3%	-$636	0.01%	380
2022 Q2	$21K	Sell	444 -42	-9%	-$2.34K	0.01%	378
2022 Q1	$31K	Hold	486	–	–	0.01%	387
2021 Q4	$39K	Hold	486	–	–	0.01%	330
2021 Q3	$33K	Hold	486	–	–	0.01%	371
2021 Q2	$33K	Buy	486 +37	+8%	+$2.39K	0.01%	370
2021 Q1	$26K	Buy	449 +19	+4%	+$1.04K	0.01%	355
2020 Q4	$22K	Buy	+430	New	+$19.1K	0.01%	386

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

SOA Wealth Advisors increased its Johnson Controls International (JCI) stake by 36% in Q2 2026, buying an estimated $516K and bringing the position to 13,800 shares worth $51.5K. The position accounts for 0.01% of the portfolio, ranked #385.

SOA Wealth Advisors first reported a position in JCI in Q4 2020 and has held it in 23 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

SOA Wealth Advisors held 13,800 shares of Johnson Controls International worth $51.5K as of Q2 2026.
SOA Wealth Advisors bought 3,654 Johnson Controls International shares in Q2 2026, an estimated $516K.
Johnson Controls International made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #385 holding.
SOA Wealth Advisors first reported a position in Johnson Controls International in Q4 2020 and has held it in 23 quarters since.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.