SEC 13F Intelligence

Tower View Wealth Management LLC / UTXZ

Tower View Wealth Management LLC’s United Technologies Position

Does Tower View Wealth Management LLC own United Technologies (UTXZ)? Not currently — the last reported position was 13.0K shares worth $2M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2019
Shares
13.0K
% of Portfolio
+1.47%
Quarters Held
5
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ1 ’19Q2 ’19: $3MQ2 ’19Q3 ’19: $3MQ3 ’19Q4 ’19: $2MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201913.0K$2M+1.47%
Q3 201922.8K$3M+2.56%
Q2 201922.3K$3M+2.47%
Q1 201922.0K$3M+2.51%
Q4 201820.5K$2M+2.26%

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