Position in OC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,357,217
+$861,834 QoQ
Shares Held
14,829
+7.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#231
of 685 holders
Holding Since
Dec 2023
11 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $2,649,948 across 2 Building Products & Equipment names. OC ranks #1 (89.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OC |
Owens Corning
This page
|
14,829 | $2,357,217 | |
| 2 | TT |
Trane Technologies plc
|
596 | $292,731 |
All Filings in OC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,357,217 | 14,829 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,495,383 | 13,818 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,187,812 | 10,614 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,435,536 | 10,148 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,266,146 | 9,207 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,065,865 | 7,463 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $997,564 | 5,857 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,038,467 | 5,883 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $929,402 | 5,350 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $767,947 | 4,604 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $422,010 | 2,847 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||