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Toth Financial Advisory’s Johnson Controls International JCI Stock Holding History

Toth Financial Advisory’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
Q3 		$4.76K Buy
+32
New +$4.63K ﹤0.01% 678
2026
Q2 		– Sell
-7
Closed -$917 – 944
2026
Q1 		$917 Hold
7
– – ﹤0.01% 820
2025
Q4 		$839 Buy
7
+5
+250% +$574 ﹤0.01% 793
2025
Q3 		$220 Buy
+2
New +$214 ﹤0.01% 755
2024
Q3 		– Sell
-141
Closed -$9.37K – 738
2024
Q2 		$9.37K Hold
141
– – ﹤0.01% 470
2024
Q1 		$9.21K Hold
141
– – ﹤0.01% 467
2023
Q4 		$8.13K Hold
141
– – ﹤0.01% 474
2023
Q3 		$7.5K Hold
141
– – ﹤0.01% 473
2023
Q2 		$9.61K Sell
141
-19
-12% -$1.17K ﹤0.01% 472
2023
Q1 		$9.64K Buy
160
+19
+13% +$1.22K ﹤0.01% 463
2022
Q4 		$9.02K Hold
141
– – ﹤0.01% 453
2022
Q3 		$7K Hold
141
– – ﹤0.01% 518
2022
Q2 		$7K Hold
141
– – ﹤0.01% 476
2022
Q1 		$9K Hold
141
– – ﹤0.01% 490
2021
Q4 		$11K Hold
141
– – ﹤0.01% 484
2021
Q3 		$10K Buy
+141
New +$10.2K ﹤0.01% 481
2016
Q3 		– Sell
-12,415
Closed -$575K – 120
2016
Q2 		$575K Buy
+12,415
New +$547K 0.18% 98
2015
Q3 		– Sell
-9,741
Closed -$505K – 117
2015
Q2 		$505K Hold
9,741
– – 0.17% 95
2015
Q1 		$514K Buy
9,741
+1,910
+24% +$97.1K 0.17% 93
2014
Q4 		$396K Buy
+7,831
New +$383K 0.14% 99

Other funds holding JCI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Toth Financial Advisory's JCI Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Johnson Controls International (JCI) in Q3 2026: 32 shares worth $4.76K. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in JCI as recently as Q1 2026.

Toth Financial Advisory first reported a position in JCI in Q4 2014 and has held it in 20 quarters since. The position peaked at $575K in Q2 2016. 53 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • Toth Financial Advisory held 32 shares of Johnson Controls International worth $4.76K as of Q3 2026.
  • Johnson Controls International was a new Toth Financial Advisory position in Q3 2026.
  • Johnson Controls International made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #678 holding.
  • Toth Financial Advisory first reported a position in Johnson Controls International in Q4 2014 and has held it in 20 quarters since.
  • Toth Financial Advisory's Johnson Controls International position peaked at $575K in Q2 2016.
  • 53 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.