SEC 13F Intelligence

Triangle Securities Wealth Management / UTXZ

Triangle Securities Wealth Management’s United Technologies Position

Does Triangle Securities Wealth Management own United Technologies (UTXZ)? Not currently — the last reported position was 24.8K shares worth $2M in Q1 2020; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$2M
Q1 2020
Shares
24.8K
% of Portfolio
+1.35%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ1 ’19Q2 ’19: $3MQ2 ’19Q3 ’19: $3MQ3 ’19Q4 ’19: $4MQ4 ’19Q1 ’20: $2MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202024.8K$2M+1.35%
Q4 201923.6K$4M+1.53%
Q3 201923.9K$3M+1.59%
Q2 201923.9K$3M+1.59%
Q1 201923.8K$3M+1.61%
Q4 201824.2K$3M+1.52%

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