Wealthspire Advisors (New York)’s Johnson Controls International JCI Stock Holding History

Wealthspire Advisors (New York)’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	$744K	Buy	5,094 +1,682	+49%	+$238K	﹤0.01%	649
2026 Q1	$447K	Sell	3,412 -2,812	-45%	-$363K	﹤0.01%	605
2025 Q4	$745K	Buy	6,224 +3,674	+144%	+$422K	0.01%	500
2025 Q3	$280K	Sell	2,550 -553	-18%	-$59.1K	﹤0.01%	695
2025 Q2	$328K	Buy	3,103 +86	+3%	+$7.92K	﹤0.01%	647
2025 Q1	$242K	Sell	3,017 -157	-5%	-$12.9K	﹤0.01%	697
2024 Q4	$251K	Sell	3,174 -489	-13%	-$39.2K	﹤0.01%	685
2024 Q3	$284K	Buy	3,663 +322	+10%	+$22.6K	﹤0.01%	631
2024 Q2	$222K	Sell	3,341 -551	-14%	-$37.1K	﹤0.01%	603
2024 Q1	$254K	Sell	3,892 -616	-14%	-$35.9K	﹤0.01%	551
2023 Q4	$260K	Sell	4,508 -87	-2%	-$4.57K	﹤0.01%	559
2023 Q3	$244K	Buy	4,595 +1,481	+48%	+$91.4K	﹤0.01%	522
2023 Q2	$212K	Buy	+3,114	New	+$192K	﹤0.01%	517
2023 Q1	–	Sell	-5,126	Closed	-$328K	–	567
2022 Q4	$328K	Buy	+5,126	New	+$314K	0.01%	439
2022 Q1	–	Sell	-2,867	Closed	-$233K	–	494
2021 Q4	$233K	Sell	2,867 -4,991	-64%	-$378K	0.01%	489
2021 Q3	$535K	Buy	+7,858	New	+$568K	0.01%	342
2021 Q2	–	Sell	-4,316	Closed	-$258K	–	523
2021 Q1	$258K	Buy	+4,316	New	+$237K	0.01%	602
2020 Q2	–	Sell	-9,580	Closed	-$258K	–	416
2020 Q1	$258K	Buy	+9,580	New	+$357K	0.01%	423
2019 Q1	–	Sell	-668	Closed	-$20K	–	431
2018 Q4	$20K	Buy	+668	New	+$22K	﹤0.01%	337

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s JCI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Johnson Controls International (JCI) stake by 49% in Q2 2026, buying an estimated $238K and bringing the position to 5,094 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Wealthspire Advisors (New York) first reported a position in JCI in Q4 2018 and has held it in 19 quarters since. The position peaked at $745K in Q4 2025. 1,615 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Wealthspire Advisors (New York) held 5,094 shares of Johnson Controls International worth $744K as of Q2 2026.
Wealthspire Advisors (New York) bought 1,682 Johnson Controls International shares in Q2 2026, an estimated $238K.
Johnson Controls International made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #649 holding.
Wealthspire Advisors (New York) first reported a position in Johnson Controls International in Q4 2018 and has held it in 19 quarters since.
Wealthspire Advisors (New York)'s Johnson Controls International position peaked at $745K in Q4 2025.
1,615 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.