VisionPoint Advisory Group’s Johnson Controls International JCI Stock Holding History

VisionPoint Advisory 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 Q3	$1.17M	Sell	7,895 -376	-5%	-$54.4K	0.18%	123
2026 Q2	$1.21M	Buy	+8,271	New	+$1.17M	0.2%	119
2024 Q3	–	Sell	-64	Closed	-$4.25K	–	516
2024 Q2	$4.25K	Hold	64	–	–	﹤0.01%	574
2024 Q1	$4.18K	Hold	64	–	–	﹤0.01%	568
2023 Q4	$3.69K	Hold	64	–	–	﹤0.01%	534
2023 Q3	$3.4K	Hold	64	–	–	﹤0.01%	543
2023 Q2	$4.36K	Buy	+64	New	+$3.94K	﹤0.01%	459

Other funds holding JCI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

VisionPoint Advisory Group's JCI Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Johnson Controls International (JCI) stake by 4.5% in Q3 2026, selling an estimated $54.4K and leaving 7,895 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #123.

VisionPoint Advisory Group first reported a position in JCI in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.21M in Q2 2026. 338 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

VisionPoint Advisory Group held 7,895 shares of Johnson Controls International worth $1.17M as of Q3 2026.
VisionPoint Advisory Group sold 376 Johnson Controls International shares in Q3 2026, an estimated $54.4K.
Johnson Controls International made up 0.18% of VisionPoint Advisory Group's portfolio in Q3 2026, its #123 holding.
VisionPoint Advisory Group first reported a position in Johnson Controls International in Q2 2023 and has held it in 7 quarters since.
VisionPoint Advisory Group's Johnson Controls International position peaked at $1.21M in Q2 2026.
338 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.