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Vantage Financial Partners (Wisconsin)’s Johnson Controls International JCI Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$307K Hold
2,560
– – 0.06% 162
2025
Q3 		$281K Hold
2,560
– – 0.06% 168
2025
Q2 		$270K Hold
2,560
– – 0.06% 164
2025
Q1 		$205K Hold
2,560
– – 0.05% 183
2024
Q4 		$202K Buy
+2,560
New +$205K 0.05% 171

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s JCI Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Johnson Controls International (JCI) position steady in Q4 2025 at 2,560 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #162.

Vantage Financial Partners (Wisconsin) first reported a position in JCI in Q4 2024 and has held it in 5 quarters since. 1,464 funds tracked by Wall St. Rank hold JCI as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 2,560 shares of Johnson Controls International worth $307K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) left its Johnson Controls International share count unchanged in Q4 2025.
  • Johnson Controls International made up 0.06% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #162 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Johnson Controls International in Q4 2024 and has held it in 5 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.