Turtle Creek Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$804K Buy
5,505
+60
+1% +$8.47K 0.04% 194
2026
Q1
$713K Buy
5,445
+269
+5% +$34.7K 0.05% 176
2025
Q4
$620K Buy
5,176
+3,043
+143% +$349K 0.05% 210
2025
Q3
$235K Buy
+2,133
New +$228K 0.02% 326
2024
Q1
Sell
-437
Closed -$25.2K 508
2023
Q4
$25.2K Buy
+437
New +$22.9K 0.01% 378

Other funds holding JCI

Turtle Creek Wealth Advisors's JCI Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Johnson Controls International (JCI) stake by 1.1% in Q2 2026, buying an estimated $8.47K and bringing the position to 5,505 shares worth $804K. The position accounts for 0.04% of the portfolio, ranked #194.

Turtle Creek Wealth Advisors first reported a position in JCI in Q4 2023 and has held it in 5 quarters since. 760 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Turtle Creek Wealth Advisors held 5,505 shares of Johnson Controls International worth $804K as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 60 Johnson Controls International shares in Q2 2026, an estimated $8.47K.
  • Johnson Controls International made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • Turtle Creek Wealth Advisors first reported a position in Johnson Controls International in Q4 2023 and has held it in 5 quarters since.
  • 760 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.