Windward Capital Management Co

SEC CIK: 0001078635
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

OTIS holding history

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

OTIS overview All 13F holders of OTIS Full Q2 2026 holdings

Shares (Q2 2026): 73,090
Value: $5.23M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of OTIS by Windward Capital Management Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	73,090	$5.23M	0.4%	−115−0.2%	Reduced	Holders
Q1 2026	73,205	$5.64M	0.5%	−229−0.3%	Reduced	Holders
Q4 2025	73,434	$6.41M	0.5%	−2,852−3.7%	Reduced	Holders
Q3 2025	76,286	$6.97M	0.6%	−400−0.5%	Reduced	Holders
Q2 2025	76,686	$7.59M	0.6%	−641−0.8%	Reduced	Holders
Q1 2025	77,327	$7.98M	0.7%	−1,115−1.4%	Reduced	Holders
Q4 2024	78,442	$7.26M	0.6%	−681−0.9%	Reduced	Holders
Q3 2024	79,123	$8.22M	0.6%	+316+0.4%	Added	Holders
Q2 2024	78,807	$7.59M	0.6%	−1,632−2.0%	Reduced	Holders
Q1 2024	80,439	$7.99M	0.7%	−962−1.2%	Reduced	Holders
Q4 2023	81,401	$7.28M	0.6%	−142−0.2%	Reduced	Holders
Q3 2023	81,543	$6.55M	0.6%	−757−0.9%	Reduced	Holders
Q2 2023	82,300	$7.33M	0.7%	−329−0.4%	Reduced	Holders
Q1 2023	82,629	$6.97M	0.6%	+8,864+12.0%	Added	Holders
Q4 2022	73,765	$5.78M	0.6%	−494−0.7%	Reduced	Holders
Q3 2022	74,259	$4.74M	0.5%	+166+0.2%	Added	Holders
Q2 2022	74,093	$5.24M	0.6%	+442+0.6%	Added	Holders
Q1 2022	73,651	$5.67M	0.5%	−281−0.4%	Reduced	Holders
Q4 2021	73,932	$6.44M	0.5%	+190+0.3%	Added	Holders
Q3 2021	73,742	$6.07M	0.6%	−50.0%	Reduced	Holders
Q2 2021	73,747	$6.03M	0.6%	−117−0.2%	Reduced	Holders
Q1 2021	73,864	$5.06M	0.5%	–	–	Holders

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