SEC 13F Intelligence

Wespac Advisors, LLC / UTXZ

Wespac Advisors, LLC’s United Technologies Position

Does Wespac Advisors, LLC own United Technologies (UTXZ)? Not currently — the last reported position was 19.0K shares worth $2M in Q2 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2019
Shares
19.0K
% of Portfolio
+1.85%
Quarters Held
3
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ1 ’19Q2 ’19: $2MQ2 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q2 201919.0K$2M+1.85%
Q1 201920.4K$3M+1.82%
Q4 201820.5K$2M+2.12%

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