SEC 13F Intelligence

Heritage Wealth Advisors / UTXZ

Heritage Wealth Advisors’s United Technologies Position

Does Heritage Wealth Advisors own United Technologies (UTXZ)? Not currently — the last reported position was 34.6K shares worth $3.3B in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3.3B
Q1 2020
Shares
34.6K
% of Portfolio
+0.59%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2.6BQ1 ’19Q2 ’19: $2.8BQ2 ’19Q3 ’19: $3MQ3 ’19Q4 ’19: $4.4BQ4 ’19Q1 ’20: $3.3BQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202034.6K$3.3B+0.59%
Q4 201929.2K$4.4B+0.58%
Q3 201925.2K$3M+0.51%
Q2 201921.2K$2.8B+0.42%
Q1 201920.5K$2.6B+0.43%
Q4 201816.7K$2M+0.35%

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