Heritage Wealth Advisors

Position in JCI — Johnson Controls International plc

CIK 1591122 RICHMOND, VA

Position in JCI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$84,743

+$63,791 QoQ

Shares Held

580

+262.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,345

of 1,597 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Wealth Advisors holds $2,109,114 across 6 Building Products & Equipment names. JCI ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	3,415	$1,677,311
2	CARR	CARRIER GLOBAL Corp	4,496	$329,781
3	JCI	Johnson Controls International plc This page	580	$84,743
4	WMS	Advanced Drainage Systems, Inc.	66	$10,359
5	OC	Owens Corning	28	$4,450
6	FBIN	Fortune Brands Innovations, Inc.	45	$2,470

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,743	580	+262.5%	Shares	Sole	2026-08-14
2026-03-31	$20,952	160	0.0%	Shares	Sole	2026-05-14
2025-12-31	$19,160	160	0.0%	Shares	Sole	2026-02-13
2025-09-30	$17,592	160	0.0%	Shares	Sole	2025-11-13
2025-06-30	$16,899	160	0.0%	Shares	Sole	2025-08-11
2025-03-31	$12,817	160	0.0%	Shares	Sole	2025-05-08
2024-12-31	$12,628	160	+1042.9%	Shares	Sole	2025-02-12
2021-06-30	$960	14	-99.8%	Shares	Sole	2021-08-09
2021-03-31	$344,534	5,774	-0.3%	Shares	Sole	2021-04-27
2020-12-31	$269,709	5,789	+0.5%	Shares	Sole	2021-02-01
2020-09-30	$235,296	5,760	0.0%	Shares	Sole	2020-11-03
2020-06-30	$196,646	5,760	0.0%	Shares	Sole	2020-07-17
2020-03-31	$155,289	5,760	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.