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United Advisor Group’s Johnson Controls International JCI Stock Holding History

United Advisor Group’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 		$344K Buy
+2,629
New +$340K 0.04% 364

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

United Advisor Group's JCI Position: Q1 2026 in Review

United Advisor Group opened a new position in Johnson Controls International (JCI) in Q1 2026: 2,629 shares worth $344K. The stake represents 0.04% of the portfolio and ranks #364 among its holdings.

1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • United Advisor Group held 2,629 shares of Johnson Controls International worth $344K as of Q1 2026.
  • Johnson Controls International was a new United Advisor Group position in Q1 2026.
  • Johnson Controls International made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #364 holding.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.