Icon Wealth Advisors, LLC
Position in JCI — Johnson Controls International plc
CIK 1963212
HOUSTON, TX
Position in JCI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$322,026
+$7,354 QoQ
Shares Held
2,204
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,086
of 1,597 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $1,139,807 across 2 Building Products & Equipment names. JCI ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
1,665 | $817,781 | |
| 2 | JCI |
Johnson Controls International plc
This page
|
2,204 | $322,026 |
All Filings in JCI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,026 | 2,204 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $314,672 | 2,403 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $300,572 | 2,510 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $277,403 | 2,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $272,816 | 2,583 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $210,288 | 2,625 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $220,293 | 2,791 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $216,376 | 2,788 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $185,983 | 2,798 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $214,314 | 3,281 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $653,464 | 11,337 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $288,832 | 4,513 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $190,924 | 3,879 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||