United Asset Strategies, Inc.

Position in JCI — Johnson Controls International plc

CIK 1539948 GARDEN CITY, NY

Position in JCI

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$422,696

+$84,191 QoQ

Shares Held

2,893

+11.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#978

of 1,590 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Industrials · as of Jun 30, 2026

United Asset Strategies, Inc. holds $1,609,244 across 3 Building Products & Equipment names. JCI ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	1,818	$892,928
2	JCI	Johnson Controls International plc This page	2,893	$422,696
3	CARR	CARRIER GLOBAL Corp	4,003	$293,620

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$422,696	2,893	+11.9%	Shares	Sole	2026-07-13
2026-03-31	$338,505	2,585	-87.5%	Shares	Sole	2026-04-29
2025-12-31	$2,471,161	20,636	+2.4%	Shares	Sole	2026-01-28
2025-09-30	$2,215,052	20,146	-23.2%	Shares	Sole	2025-10-23
2025-06-30	$2,770,201	26,228	-4.1%	Shares	Sole	2025-08-08
2025-03-31	$2,190,928	27,349	-1.1%	Shares	Sole	2025-05-14
2024-12-31	$2,181,861	27,643	-0.2%	Shares	Sole	2025-01-22
2024-09-30	$2,149,408	27,695	-2.3%	Shares	Sole	2024-10-28
2024-06-30	$1,885,155	28,361	-7.7%	Shares	Sole	2024-08-01
2024-03-31	$2,006,630	30,720	+9.3%	Shares	Sole	2024-04-23
2023-12-31	$1,620,606	28,116	+636.2%	Shares	Sole	2024-01-30
2023-09-30	$203,208	3,819	-88.9%	Shares	Sole	2023-11-07
2023-06-30	$2,353,964	34,546	+2.0%	Shares	Sole	2023-07-25
2023-03-31	$2,040,494	33,884	-45.8%	Shares	Sole	2023-07-25
2020-12-31	$2,912,667	62,517	-0.7%	Shares	Sole	2021-02-05
2020-09-30	$2,570,608	62,928	+48.9%	Shares	Sole	2020-11-03
2020-06-30	$1,442,756	42,260	-3.7%	Shares	Sole	2020-08-03
2020-03-31	$1,182,654	43,867	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.