Crestwood Advisors Group, LLC
Position in JCI — Johnson Controls International plc
CIK 1426853
BOSTON, MA
Position in JCI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,026,422
+$248,449 QoQ
Shares Held
7,025
+18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#722
of 1,597 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $16,972,959 across 8 Building Products & Equipment names. JCI ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
26,111 | $12,824,678 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
17,778 | $1,304,016 | |
| 3 | JCI |
Johnson Controls International plc
This page
|
7,025 | $1,026,422 | |
| 4 | MAS |
Masco Corp /De/
|
7,237 | $588,874 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
7,600 | $417,240 | |
| 6 | TREX |
Trex Co Inc
|
6,794 | $339,971 | |
| 7 | LII |
Lennox International Inc
|
472 | $270,432 | |
| 8 | CSL |
Carlisle Companies Inc
|
555 | $201,326 |
All Filings in JCI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,422 | 7,025 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $777,973 | 5,941 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $485,706 | 4,056 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $397,799 | 3,618 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $339,568 | 3,215 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $245,136 | 3,060 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||