Envestnet Portfolio Solutions, Inc.

Position in JCI — Johnson Controls International plc

CIK 1998033 BERWYN, PA

Position in JCI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,232,298

+$1,558,759 QoQ

Shares Held

49,499

+14.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#349

of 1,590 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $17,680,082 across 9 Building Products & Equipment names. JCI ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc This page	49,499	$7,232,298
2	TT	Trane Technologies plc	6,545	$3,214,642
3	CSL	Carlisle Companies Inc	6,173	$2,239,255
4	CARR	CARRIER GLOBAL Corp	19,189	$1,407,513
5	OC	Owens Corning	6,283	$998,745
6	MAS	Masco Corp /De/	10,617	$863,905
7	GFF	Griffon Corp	8,694	$847,925
8	LII	Lennox International Inc	1,073	$614,775

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,232,298	49,499	+14.2%	Shares	Sole	2026-07-20
2026-03-31	$5,673,539	43,326	-11.0%	Shares	Sole	2026-04-29
2025-12-31	$5,827,993	48,668	-2.9%	Shares	Sole	2026-02-06
2025-09-30	$5,512,673	50,138	-21.4%	Shares	Sole	2025-10-30
2025-06-30	$6,737,394	63,789	-13.3%	Shares	Sole	2025-07-25
2025-03-31	$5,897,297	73,615	-17.7%	Shares	Sole	2025-04-21
2024-12-31	$7,056,026	89,396	-1.8%	Shares	Sole	2025-02-10
2024-09-30	$7,067,477	91,064	+0.6%	Shares	Sole	2024-10-31
2024-06-30	$6,014,670	90,487	+1.3%	Shares	Sole	2024-07-16
2024-03-31	$5,833,990	89,314	+16.4%	Shares	Sole	2024-05-06
2023-12-31	$4,424,042	76,753	-5.8%	Shares	Sole	2024-02-07
2023-09-30	$4,336,402	81,496	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.