Position in OC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,430
+$673 QoQ
Shares Held
9
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#651
of 685 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $146,507 across 11 Building Products & Equipment names. OC ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
430 | $62,827 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
660 | $48,410 | |
| 3 | CSL |
Carlisle Companies Inc
|
44 | $15,961 | |
| 4 | TT |
Trane Technologies plc
|
18 | $8,840 | |
| 5 | AAON |
Aaon, Inc.
|
21 | $2,664 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
23 | $2,058 | |
| 7 | MAS |
Masco Corp /De/
|
23 | $1,871 | |
| 8 | OC |
Owens Corning
This page
|
9 | $1,430 |
All Filings in OC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,430 | 9 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $757 | 7 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $559 | 5 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $707 | 5 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $687 | 5 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $714 | 5 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $851 | 5 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $882 | 5 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $868 | 5 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $834 | 5 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $741 | 5 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $682 | 5 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $652 | 5 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $479 | 5 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $426 | 5 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $393 | 5 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $371 | 5 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $457 | 5 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $452 | 5 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $427 | 5 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $489 | 5 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $460 | 5 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $378 | 5 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||