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Triad Wealth Partners’s Johnson Controls International JCI Stock Holding History

Triad Wealth Partners’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 		$705K Buy
4,818
+1,119
+30% +$158K 0.04% 254
2026
Q1 		$484K Buy
3,699
+516
+16% +$66.7K 0.04% 282
2025
Q4 		$381K Buy
3,183
+407
+15% +$46.7K 0.04% 329
2025
Q3 		$305K Buy
2,776
+391
+16% +$41.8K 0.04% 291
2025
Q2 		$252K Buy
+2,385
New +$220K 0.05% 245
2024
Q3 		– Sell
-1,344
Closed -$89.3K – 485
2024
Q2 		$89.3K Buy
+1,344
New +$90.5K 0.05% 162

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

Triad Wealth Partners's JCI Position: Q2 2026 in Review

Triad Wealth Partners increased its Johnson Controls International (JCI) stake by 30% in Q2 2026, buying an estimated $158K and bringing the position to 4,818 shares worth $705K. The position accounts for 0.04% of the portfolio, ranked #254.

Triad Wealth Partners first reported a position in JCI in Q2 2024 and has held it in 6 quarters since. 1,614 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Triad Wealth Partners held 4,818 shares of Johnson Controls International worth $705K as of Q2 2026.
  • Triad Wealth Partners bought 1,119 Johnson Controls International shares in Q2 2026, an estimated $158K.
  • Johnson Controls International made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #254 holding.
  • Triad Wealth Partners first reported a position in Johnson Controls International in Q2 2024 and has held it in 6 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.