Steven Romick - First Pacific Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  United Technologies Corp (UTX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 2.99 SEC
2020   Q1 2,269,645 2.99 Reduce 8.11% 0.28 $94.33 $214,096,000 SEC
2019   Q4 2,469,938 3.48 Reduce 14.61% 0.54 $149.76 $369,898,000 SEC
2019   Q3 2,892,549 3.69 Reduce 9.94% 0.36 $136.52 $394,891,000 SEC
2019   Q2 3,211,817 3.66 Reduce 11.35% 0.47 $130.20 $418,179,000 SEC
2019   Q1 3,623,180 4.11 Add 0.40% 0.02 $128.89 $466,992,000 SEC
2018   Q4 3,608,902 3.67 Reduce 5.82% 0.23 $106.48 $384,276,000 SEC
2018   Q3 3,832,088 3.89 Reduce 10.16% 0.39 $139.81 $535,764,000 SEC
2018   Q2 4,265,550 3.84 Reduce 11.79% 0.57 $125.03 $533,322,000 SEC
2018   Q1 4,835,775 4.80 Reduce 8.24% 0.43 $125.82 $608,437,000 SEC
2017   Q4 5,270,120 5.24 Add 0.56% 0.03 $127.57 $672,309,000 SEC
2017   Q3 5,240,990 4.87 Reduce 7.16% 0.39 $116.08 $608,374,000 SEC
2017   Q2 5,645,435 5.45 Reduce 6.36% 0.36 $122.11 $689,364,000 SEC
2017   Q1 6,028,955 5.70 Reduce 4.61% 0.27 $112.21 $676,509,000 SEC
2016   Q4 6,320,626 5.80 Reduce 2.66% 0.15 $109.62 $692,867,000 SEC
2016   Q3 6,493,336 5.72 Reduce 5.39% 0.33 $101.60 $659,723,000 SEC
2016   Q2 6,862,946 6.19 Add 7.26% 0.42 $102.55 $703,795,000 SEC
2016   Q1 6,398,168 6.05 Add 9.35% 0.52 $100.10 $640,457,000 SEC
2015   Q4 5,851,140 5.20 Add 2.14% 0.11 $96.07 $562,119,000 SEC
2015   Q3 5,728,530 4.53 Add 182.49% 2.93 $88.99 $509,782,000 SEC
2015   Q2 2,027,900 1.87 Add 1.20% 0.02 $110.93 $224,955,000 SEC
2015   Q1 2,003,800 1.98 Add 0.43% <0.01 $117.20 $234,845,000 SEC
2014   Q4 1,995,300 1.86 Buy 1.86 $115.00 $229,459,000 SEC