Wealthcare Advisory Partners’s Johnson Controls International JCI Stock Holding History

Wealthcare Advisory Partners’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	$679K	Sell	4,646 -175	-4%	-$24.7K	0.01%	622
2026 Q1	$631K	Sell	4,821 -15	-0.3%	-$1.94K	0.01%	634
2025 Q4	$579K	Buy	4,836 +710	+17%	+$81.5K	0.01%	647
2025 Q3	$454K	Buy	4,126 +1	+0%	+$107	0.01%	707
2025 Q2	$436K	Buy	4,125 +143	+4%	+$13.2K	0.01%	681
2025 Q1	$319K	Buy	3,982 +328	+9%	+$27K	0.01%	721
2024 Q4	$288K	Sell	3,654 -380	-9%	-$30.5K	0.01%	728
2024 Q3	$313K	Buy	4,034 +716	+22%	+$50.2K	0.01%	707
2024 Q2	$221K	Sell	3,318 -72	-2%	-$4.85K	0.01%	764
2024 Q1	$221K	Sell	3,390 -454	-12%	-$26.4K	0.01%	745
2023 Q4	$222K	Sell	3,844 -12	-0.3%	-$630	0.01%	693
2023 Q3	$205K	Sell	3,856 -191	-5%	-$11.8K	0.01%	651
2023 Q2	$276K	Sell	4,047 -461	-10%	-$28.4K	0.01%	588
2023 Q1	$271K	Sell	4,508 -219	-5%	-$14K	0.01%	606
2022 Q4	$303K	Buy	+4,727	New	+$289K	0.01%	535
2022 Q1	–	Sell	-2,585	Closed	-$210K	–	573
2021 Q4	$210K	Buy	+2,585	New	+$196K	0.01%	531
2021 Q3	–	Sell	-2,985	Closed	-$205K	–	566
2021 Q2	$205K	Buy	2,985 +394	+15%	+$25.4K	0.01%	519
2021 Q1	$155K	Buy	+2,591	New	+$142K	0.01%	541
2020 Q2	–	Sell	-2,582	Closed	-$70K	–	877
2020 Q1	$70K	Buy	2,582 +131	+5%	+$4.88K	0.01%	444
2019 Q4	$100K	Buy	2,451 +6	+0.2%	+$253	0.01%	406
2019 Q3	$107K	Sell	2,445 -119	-5%	-$5.04K	0.02%	369
2019 Q2	$106K	Sell	2,564 -1,349	-34%	-$51.9K	0.02%	367
2019 Q1	$145K	Buy	3,913 +23	+0.6%	+$789	0.02%	279
2018 Q4	$115K	Sell	3,890 -1,389	-26%	-$45.8K	0.02%	287
2018 Q3	$185K	Sell	5,279 -53	-1%	-$1.95K	0.03%	232
2018 Q2	$178K	Buy	5,332 +6	+0.1%	+$208	0.03%	232
2018 Q1	$188K	Sell	5,326 -56	-1%	-$2.13K	0.04%	199
2017 Q4	$205K	Buy	5,382 +757	+16%	+$29.6K	0.05%	175
2017 Q3	$186K	Buy	+4,625	New	+$187K	0.06%	153

Other funds holding JCI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealthcare Advisory Partners's JCI Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Johnson Controls International (JCI) stake by 3.6% in Q2 2026, selling an estimated $24.7K and leaving 4,646 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #622.

Wealthcare Advisory Partners first reported a position in JCI in Q3 2017 and has held it in 29 quarters since. 367 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Wealthcare Advisory Partners held 4,646 shares of Johnson Controls International worth $679K as of Q2 2026.
Wealthcare Advisory Partners sold 175 Johnson Controls International shares in Q2 2026, an estimated $24.7K.
Johnson Controls International made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #622 holding.
Wealthcare Advisory Partners first reported a position in Johnson Controls International in Q3 2017 and has held it in 29 quarters since.
367 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.