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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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Wealth Partners's JCI Position: Q1 2026 in Review

Triad Wealth Partners increased its Johnson Controls International (JCI) stake by 16% in Q1 2026, buying an estimated $66.7K and bringing the position to 3,699 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #282.

Triad Wealth Partners first reported a position in JCI in Q2 2024 and has held it in 5 quarters since. 1,557 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Triad Wealth Partners held 3,699 shares of Johnson Controls International worth $484K as of Q1 2026.
  • Triad Wealth Partners bought 516 Johnson Controls International shares in Q1 2026, an estimated $66.7K.
  • Johnson Controls International made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #282 holding.
  • Triad Wealth Partners first reported a position in Johnson Controls International in Q2 2024 and has held it in 5 quarters since.
  • 1,557 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.