Advus Financial Partners, LLC’s Johnson Controls International JCI Stock Holding History

Advus Financial Partners, LLC’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	$299K	Sell	2,043 -143	-7%	-$20.2K	0.07%	194
2026 Q1	$286K	Buy	+2,186	New	+$282K	0.07%	189
2023 Q3	–	Sell	-3,662	Closed	-$250K	–	159
2023 Q2	$250K	Buy	3,662 +8	+0.2%	+$492	0.1%	131
2023 Q1	$220K	Buy	3,654 +7	+0.2%	+$448	0.09%	132
2022 Q4	$233K	Buy	+3,647	New	+$223K	0.1%	133
2022 Q2	–	Sell	-3,247	Closed	-$213K	–	135
2022 Q1	$213K	Buy	+3,247	New	+$223K	0.11%	116
2021 Q3	$229K	Buy	+2,811	New	+$203K	0.13%	88

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 $3.37T AUM 44.26% 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

Advus Financial Partners, LLC's JCI Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Johnson Controls International (JCI) stake by 6.5% in Q2 2026, selling an estimated $20.2K and leaving 2,043 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #194.

Advus Financial Partners, LLC first reported a position in JCI in Q3 2021 and has held it in 7 quarters since. 1,609 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Advus Financial Partners, LLC held 2,043 shares of Johnson Controls International worth $299K as of Q2 2026.
Advus Financial Partners, LLC sold 143 Johnson Controls International shares in Q2 2026, an estimated $20.2K.
Johnson Controls International made up 0.07% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #194 holding.
Advus Financial Partners, LLC first reported a position in Johnson Controls International in Q3 2021 and has held it in 7 quarters since.
1,609 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.