Westwood Advisors, L.L.C. UTX β€” United Technologies CP COM

Ownership history in Westwood Advisors, L.L.C.  Β·  9 quarters on record

AI Ownership Summary

Westwood Advisors, L.L.C. reported United Technologies CP COM (UTX) in 9 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westwood Advisors, L.L.C.'s position in United Technologies CP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
9 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Westwood Advisors, L.L.C. held UTX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UTX

As of 2026 Q1 β€” sorted by position size

Henshaw Capital LLC 3.28%

FAQ About Westwood Advisors, L.L.C. and UTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Westwood Advisors, L.L.C. reported owning UTX?

Westwood Advisors, L.L.C. reported UTX across 0 quarterly 13F filings.

What was the largest reported UTX position in Westwood Advisors, L.L.C.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for UTX in Westwood Advisors, L.L.C..

What is the latest reported UTX position on this page?

The most recent filing on this page is 2012 Q3, when Westwood Advisors, L.L.C. reported 16,400 shares, equal to 2.66% of portfolio, with an estimated market value of $1.3M.

What does the chart on this UTX ownership page compare?

The chart compares Westwood Advisors, L.L.C.'s quarterly UTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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