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Wealth Enhancement Trust Services’s Johnson Controls International JCI Stock Holding History

Wealth Enhancement Trust Services’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
Q2 		$88.8K Buy
608
+258
+74% +$36.4K 0.01% 390
2026
Q1 		$45.8K Hold
350
– – 0.01% 467
2025
Q4 		$41.9K Buy
+350
New +$40.2K 0.01% 454

Other funds holding JCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Trust Services's JCI Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Johnson Controls International (JCI) stake by 74% in Q2 2026, buying an estimated $36.4K and bringing the position to 608 shares worth $88.8K. The position accounts for 0.01% of the portfolio, ranked #390.

Wealth Enhancement Trust Services first reported a position in JCI in Q4 2025 and has held it in 3 quarters since. 1,251 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Wealth Enhancement Trust Services held 608 shares of Johnson Controls International worth $88.8K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 258 Johnson Controls International shares in Q2 2026, an estimated $36.4K.
  • Johnson Controls International made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #390 holding.
  • Wealth Enhancement Trust Services first reported a position in Johnson Controls International in Q4 2025 and has held it in 3 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.