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W Advisors LLC’s Johnson Controls International JCI Stock Holding History

W Advisors LLC’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
Q3 		– Sell
-2,031
Closed -$215K – 139
2025
Q2 		$215K Buy
+2,031
New +$187K 0.12% 122

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

W Advisors LLC's JCI Position: Q3 2025 in Review

W Advisors LLC sold out of Johnson Controls International (JCI) in Q3 2025, closing a stake of 2,031 shares — an estimated $215K sold.

W Advisors LLC first reported a position in JCI in Q2 2025 and held it in 1 quarter. The position peaked at $215K in Q2 2025. 1,336 funds tracked by Wall St. Rank hold JCI as of Q3 2025.

  • W Advisors LLC reported no remaining Johnson Controls International position as of Q3 2025 after selling out during the quarter.
  • W Advisors LLC sold 2,031 Johnson Controls International shares in Q3 2025, an estimated $215K.
  • W Advisors LLC first reported a position in Johnson Controls International in Q2 2025 and held it in 1 quarter.
  • W Advisors LLC's Johnson Controls International position peaked at $215K in Q2 2025.
  • 1,336 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2025.

Based on W Advisors LLC's 13F filing for Q3 2025, filed 14 Nov 2025.