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Livermore
Livermore
ZHEN

Charter Trust Co

SEC CIK
0001035463
Latest filing
Jul 15, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Charter Trust Co, 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)
3,788
Value
$271.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Charter Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,788$271.2K<0.1%00.0%UnchangedHolders
Q1 20263,788$292.0K<0.1%−180−4.5%ReducedHolders
Q4 20253,968$346.6K<0.1%−27−0.7%ReducedHolders
Q3 20253,995$365.3K<0.1%−16−0.4%ReducedHolders
Q2 20254,011$397.2K<0.1%−25−0.6%ReducedHolders
Q1 20254,036$416.5K<0.1%00.0%UnchangedHolders
Q4 20244,036$373.8K<0.1%−508−11.2%ReducedHolders
Q3 20244,544$472.3K<0.1%−300−6.2%ReducedHolders
Q2 20244,844$466.3K<0.1%+158+3.4%AddedHolders
Q1 20244,686$465.2K<0.1%−300−6.0%ReducedHolders
Q4 20234,986$446.1K<0.1%+200+4.2%AddedHolders
Q3 20234,786$384.4K<0.1%00.0%UnchangedHolders
Q2 20234,786$426.0K<0.1%−230−4.6%ReducedHolders
Q1 20235,016$423.4K<0.1%−165−3.2%ReducedHolders
Q4 20225,181$405.7K<0.1%00.0%UnchangedHolders
Q3 20225,181$331.0K<0.1%00.0%UnchangedHolders
Q2 20225,181$366.0K<0.1%+226+4.6%AddedHolders
Q1 20224,955$381.0K<0.1%−307−5.8%ReducedHolders
Q4 20215,262$459.0K<0.1%−441−7.7%ReducedHolders
Q3 20215,703$470.0K<0.1%−74−1.3%ReducedHolders
Q2 20215,777$472.0K<0.1%−92−1.6%ReducedHolders
Q1 20215,869$401.0K<0.1%––Holders

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