Wealthcare Advisory Partners’s Johnson Controls International JCI Stock Holding History
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
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. 1,613 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.
- 1,613 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.