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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTIS overviewAll 13F holders of OTISFull Q2 2026 holdings

Shares (Q2 2026)
12,137
Value
$869.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,137$869.0K<0.1%+575+5.0%AddedHolders
Q1 202611,562$891.2K<0.1%−2,521−17.9%ReducedHolders
Q4 202514,083$1.23M<0.1%+1,705+13.8%AddedHolders
Q3 202512,378$1.13M<0.1%+1,709+16.0%AddedHolders
Q2 202510,669$1.06M<0.1%+1,068+11.1%AddedHolders
Q1 20259,601$990.8K<0.1%−73−0.8%ReducedHolders
Q4 20249,674$895.9K<0.1%−1,118−10.4%ReducedHolders
Q3 202410,792$1.12M<0.1%+206+1.9%AddedHolders
Q2 202410,586$1.02M<0.1%+6,362+150.6%AddedHolders
Q1 20244,224$408.0K<0.1%−294−6.5%ReducedHolders
Q4 20234,518$404.2K<0.1%−349−7.2%ReducedHolders
Q3 20234,867$390.9K<0.1%+13+0.3%AddedHolders
Q2 20234,854$432.0K<0.1%+991+25.7%AddedHolders
Q1 20233,863$326.0K<0.1%+463+13.6%AddedHolders
Q4 20223,400$266.2K<0.1%−141−4.0%ReducedHolders
Q3 20223,541$226.0K<0.1%−672−16.0%ReducedHolders
Q2 20224,213$298.0K<0.1%−199−4.5%ReducedHolders
Q1 20224,412$339.0K<0.1%+219+5.2%AddedHolders
Q4 20214,193$365.0K<0.1%−396−8.6%ReducedHolders
Q3 20214,589$378.0K<0.1%+549+13.6%AddedHolders
Q2 20214,040$330.0K<0.1%−198−4.7%ReducedHolders
Q1 20214,238$290.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.