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West Financial Advisors’s Johnson Controls International JCI Stock Holding History

West Financial Advisors’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
-145
Closed -$15.3K – 205
2025
Q2 		$15.3K Hold
145
– – ﹤0.01% 138
2025
Q1 		$11.6K Hold
145
– – ﹤0.01% 146
2024
Q4 		$11.4K Hold
145
– – ﹤0.01% 147
2024
Q3 		$11.3K Hold
145
– – ﹤0.01% 150
2024
Q2 		$9.64K Hold
145
– – ﹤0.01% 121
2024
Q1 		$9.47K Hold
145
– – ﹤0.01% 122
2023
Q4 		$8.36K Hold
145
– – ﹤0.01% 129
2023
Q3 		$7.72K Hold
145
– – ﹤0.01% 138
2023
Q2 		$9.88K Buy
+145
New +$8.92K ﹤0.01% 129

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

West Financial Advisors's JCI Position: Q3 2025 in Review

West Financial Advisors sold out of Johnson Controls International (JCI) in Q3 2025, closing a stake of 145 shares — an estimated $15.3K sold.

West Financial Advisors first reported a position in JCI in Q2 2023 and held it in 9 quarters. The position peaked at $15.3K in Q2 2025. 1,336 funds tracked by Wall St. Rank hold JCI as of Q3 2025.

  • West Financial Advisors reported no remaining Johnson Controls International position as of Q3 2025 after selling out during the quarter.
  • West Financial Advisors sold 145 Johnson Controls International shares in Q3 2025, an estimated $15.3K.
  • West Financial Advisors first reported a position in Johnson Controls International in Q2 2023 and held it in 9 quarters.
  • West Financial Advisors's Johnson Controls International position peaked at $15.3K in Q2 2025.
  • 1,336 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2025.

Based on West Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.