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Wetzel Investment Advisors’s Johnson Controls International JCI Stock Holding History

Wetzel Investment 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
2026
Q2 		$323K Sell
2,205
-428
-16% -$60.4K 0.11% 95
2026
Q1 		$346K Sell
2,633
-482
-15% -$62.3K 0.14% 93
2025
Q4 		$374K Buy
3,115
+3
+0.1% +$344 0.15% 82
2025
Q3 		$343K Sell
3,112
-203
-6% -$21.7K 0.15% 84
2025
Q2 		$351K Sell
3,315
-257
-7% -$23.7K 0.16% 84
2025
Q1 		$287K Sell
3,572
-103
-3% -$8.47K 0.14% 99
2024
Q4 		$291K Sell
3,675
-39
-1% -$3.13K 0.14% 96
2024
Q3 		$290K Buy
3,714
+414
+13% +$29K 0.15% 97
2024
Q2 		$216K Hold
3,300
– – 0.12% 109
2024
Q1 		$210K Buy
3,300
+537
+19% +$31.3K 0.12% 110
2023
Q4 		$159K Buy
+2,763
New +$145K 0.1% 130

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wetzel Investment Advisors's JCI Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Johnson Controls International (JCI) stake by 16% in Q2 2026, selling an estimated $60.4K and leaving 2,205 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #95.

Wetzel Investment Advisors first reported a position in JCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $374K in Q4 2025. 526 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Wetzel Investment Advisors held 2,205 shares of Johnson Controls International worth $323K as of Q2 2026.
  • Wetzel Investment Advisors sold 428 Johnson Controls International shares in Q2 2026, an estimated $60.4K.
  • Johnson Controls International made up 0.11% of Wetzel Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Wetzel Investment Advisors first reported a position in Johnson Controls International in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's Johnson Controls International position peaked at $374K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.