SEC 13F Intelligence

Headinvest, LLC / UTXZ

Headinvest, LLC’s United Technologies Position

Does Headinvest, LLC own United Technologies (UTXZ)? Not currently — the last reported position was 32.2K shares worth $3M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2020
Shares
32.2K
% of Portfolio
+1.14%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $5MQ3 ’19Q4 ’19: $5MQ4 ’19Q1 ’20: $3MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202032.2K$3M+1.14%
Q4 201931.7K$5M+1.36%
Q3 201933.4K$5M+1.38%
Q2 201934.5K$4M+1.27%
Q1 201928.5K$4M+1.03%
Q4 201848.2K$5M+0.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Headinvest, LLC’s full portfolio or all institutional holders of UTXZ.