Triad Wealth Partners
JCI icon

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
Q3 		$726K Buy
4,881
+63
+1% +$9.12K 0.04% 257
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Triad Wealth Partners's JCI Position: Q3 2026 in Review

Triad Wealth Partners increased its Johnson Controls International (JCI) stake by 1.3% in Q3 2026, buying an estimated $9.12K and bringing the position to 4,881 shares worth $726K. The position accounts for 0.04% of the portfolio, ranked #257.

Triad Wealth Partners first reported a position in JCI in Q2 2024 and has held it in 7 quarters since. 881 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • Triad Wealth Partners held 4,881 shares of Johnson Controls International worth $726K as of Q3 2026.
  • Triad Wealth Partners bought 63 Johnson Controls International shares in Q3 2026, an estimated $9.12K.
  • Johnson Controls International made up 0.04% of Triad Wealth Partners's portfolio in Q3 2026, its #257 holding.
  • Triad Wealth Partners first reported a position in Johnson Controls International in Q2 2024 and has held it in 7 quarters since.
  • 881 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.