TrueWealth Advisors’s Johnson Controls International JCI Stock Holding History

TrueWealth 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 Q3	$1.21M	Buy	8,155 +36	+0.4%	+$5.21K	0.27%	67
2026 Q2	$1.19M	Buy	8,119 +135	+2%	+$19.1K	0.27%	70
2026 Q1	$1.05M	Buy	7,984 +927	+13%	+$120K	0.26%	72
2025 Q4	$845K	Sell	7,057 -43	-0.6%	-$4.94K	0.22%	86
2025 Q3	$781K	Buy	7,100 +67	+1%	+$7.16K	0.21%	91
2025 Q2	$743K	Sell	7,033 -27	-0.4%	-$2.48K	0.22%	80
2025 Q1	$566K	Buy	7,060 +518	+8%	+$42.6K	0.19%	101
2024 Q4	$516K	Buy	+6,542	New	+$525K	0.17%	111

Other funds holding JCI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

TrueWealth Advisors's JCI Position: Q3 2026 in Review

TrueWealth Advisors increased its Johnson Controls International (JCI) stake by 0.44% in Q3 2026, buying an estimated $5.21K and bringing the position to 8,155 shares worth $1.21M. The position accounts for 0.27% of the portfolio, ranked #67.

TrueWealth Advisors first reported a position in JCI in Q4 2024 and has held it in 8 quarters since. 881 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

TrueWealth Advisors held 8,155 shares of Johnson Controls International worth $1.21M as of Q3 2026.
TrueWealth Advisors bought 36 Johnson Controls International shares in Q3 2026, an estimated $5.21K.
Johnson Controls International made up 0.27% of TrueWealth Advisors's portfolio in Q3 2026, its #67 holding.
TrueWealth Advisors first reported a position in Johnson Controls International in Q4 2024 and has held it in 8 quarters since.
881 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.