Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
Holdings Activity Buys Sells    History
Holding/activity history for  United Technologies (UTX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q4 0 0.00 Sell 100.00% 2.14 SEC
2018   Q3 151,371 2.14 Reduce 2.04% 0.04 $139.81 $21,163,000 SEC
2018   Q2 154,524 2.05 Reduce 0.67% 0.01 $125.03 $19,320,000 SEC
2018   Q1 155,559 2.06 Add 10.01% 0.19 $125.82 $19,572,000 SEC
2017   Q4 141,405 1.80 Reduce 9.48% 0.17 $127.57 $18,039,000 SEC
2017   Q3 156,217 1.82 Reduce 1.32% 0.03 $116.08 $18,134,000 SEC
2017   Q2 158,307 2.04 Reduce 7.00% 0.14 $122.11 $19,331,000 SEC
2017   Q1 170,226 2.00 Reduce 0.81% 0.02 $112.21 $19,101,000 SEC
2016   Q4 171,620 2.01 Reduce 0.93% 0.02 $109.62 $18,813,000 SEC
2016   Q3 173,236 1.93 Reduce 43.74% 1.05 $101.60 $17,601,000 SEC
2016   Q2 307,939 2.40 Reduce 38.72% 1.01 $102.55 $31,579,000 SEC
2016   Q1 502,546 2.62 Add 38.71% 0.73 $100.10 $50,305,000 SEC
2015   Q4 362,311 2.58 Reduce 0.86% 0.02 $96.07 $34,807,000 SEC
2015   Q3 365,471 2.39 Reduce 17.51% 0.56 $88.99 $32,523,000 SEC
2015   Q2 443,051 3.19 Add 52.94% 1.10 $110.93 $49,148,000 SEC
2015   Q1 289,696 3.97 Reduce 3.78% 0.11 $117.20 $33,952,000 SEC
2014   Q4 301,080 2.94 Add 9.34% 0.25 $115.00 $34,624,000 SEC
2014   Q3 275,353 2.70 Add 28.16% 0.59 $105.60 $29,077,000 SEC
2014   Q2 214,843 2.58 Add 164.35% 1.60 $115.45 $24,804,000 SEC
2014   Q1 81,273 1.67 Add 91.56% 0.80 $116.84 $9,496,000 SEC
2013   Q4 42,428 1.06 Reduce 2.88% 0.03 $113.79 $4,828,000 SEC
2013   Q3 43,688 1.07 Add 0.03% <0.01 $107.81 $4,710,000 SEC
2013   Q2 43,677 0.94 Reduce 0.85% <0.01 $92.93 $4,059,000 SEC
2013   Q1 44,052 0.95 Reduce 0.24% <0.01 $93.44 $4,116,000 SEC
2012   Q4 44,157 0.89 Add 4.89% 0.04 $82.00 $3,621,000 SEC
2012   Q3 42,097 0.77 Add 12.98% 0.09 $78.30 $3,296,000 SEC
2012   Q2 37,262 0.67 Add 0.81% <0.01 $75.52 $2,814,000 SEC
2012   Q1 36,963 0.71 $82.95 $3,066,000 SEC
2011   Q4 36,963 0.67 Reduce 4.62% 0.04 $73.10 $2,702,000 SEC
2011   Q3 38,754 0.76 Add 2.48% 0.02 $70.37 $2,727,000 SEC
2011   Q2 37,817 0.79 Reduce 2.33% 0.02 $88.51 $3,347,000 SEC
2011   Q1 38,719 0.72 Add 3.04% 0.02 $84.66 $3,278,000 SEC
2010   Q4 37,575 0.68 Reduce 12.20% 0.09 $78,720.00 $2,957,904,000 SEC
2010   Q3 42,795 0.73 Buy 0.73 $71,230.00 $3,048,288,000 SEC
2008   Q1 0 0.00 Sell 100.00% 2.41 SEC
2007   Q4 388,711 2.41 Reduce 55.43% 2.00 $76,540.00 $29,751,940,000 SEC
2007   Q3 872,091 3.61 Reduce 4.21% 0.12 $80,480.00 $70,185,884,000 SEC
2007   Q2 910,421 2.79 Reduce 4.55% 0.12 $70,930.00 $64,576,162,000 SEC
2007   Q1 953,821 2.62 Reduce 2.34% 0.06 $65,000.00 $61,998,365,000 SEC
2006   Q4 976,721 2.50 Reduce 16.36% 0.47 $62,520.00 $61,064,597,000 SEC
2006   Q3 1,167,711 2.86 Reduce 37.47% 1.59 $63,350.00 $73,974,493,000 SEC
2006   Q2 1,867,360 4.24 Reduce 33.20% 1.61 $63,420.00 $118,427,972,000 SEC
2006   Q1 2,795,370 4.84 Reduce 31.74% 0.73 $57,970.00 $162,047,599,000 SEC
2005   Q4 4,095,116 2.30 Reduce 19.34% 0.87 $55,910.00 $228,957,934,000 SEC
2005   Q3 5,077,116 4.51 Add 94.89% 2.20 $51,840.00 $263,197,694,000 SEC
2005   Q2 2,605,086 4.00 Add 96.66% 1.97 $51,350.00 $133,771,166,000 SEC
2005   Q1 1,324,643 3.88 Reduce 13.53% 0.58 $101,660.00 $134,663,208,000 SEC
2004   Q4 1,531,843 4.32 Reduce 1.20% 0.05 $103,350.00 $158,315,975,000 SEC
2004   Q3 1,550,443 4.27 Reduce 0.03% <0.01 $93,380.00 $144,780,368,000 SEC
2004   Q2 1,550,943 3.99 Add 7.36% 0.27 $91,480.00 $141,880,266,000 SEC
2004   Q1 1,444,643 10.06 Reduce 19.58% 0.95 $86,300.00 $124,672,691,000 SEC
2003   Q4 1,796,357 4.83 Reduce 9.27% 0.47 $94,770.00 $170,240,753,000 SEC
2003   Q3 1,979,987 5.11 Reduce 4.00% 0.19 $77,280.00 $153,013,396,000 SEC
2003   Q2 2,062,387 4.68 Add 0.25% 0.01 $70,830.00 $146,078,871,000 SEC
2003   Q1 2,057,260 4.64 Add 0.74% 0.03 $57,780.00 $118,868,483,000 SEC
2002   Q4 2,042,060 5.56 Reduce 2.36% 0.13 $61,940.00 $126,485,196,000 SEC
2002   Q3 2,091,360 5.43 Add 1.60% 0.09 $56,490.00 $118,140,926,000 SEC
2002   Q2 2,058,460 5.72 Reduce 8.21% 0.46 $67,900.00 $139,769,434,000 SEC
2002   Q1 2,242,560 5.57 Reduce 1.07% 0.05 $74,200.00 $166,397,952,000 SEC
2001   Q4 2,266,900 4.31 Add 6.56% 0.27 $64,630.00 $146,509,747,000 SEC
2001   Q3 2,127,300 3.60 Buy 3.60 $46,500.00 $98,919,450,000 SEC