Davidson Investment Advisors

SEC CIK: 0001140771
Latest filing: Jul 21, 2026

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OTIS holding history

Otis Worldwide Corp in every 13F filed by Davidson Investment Advisors, 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): 262,612
Value: $18.8M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of OTIS by Davidson Investment Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	262,612	$18.8M	0.8%	−33,062−11.2%	Reduced	Holders
Q1 2026	295,674	$22.8M	1.0%	+7,106+2.5%	Added	Holders
Q4 2025	288,568	$25.2M	1.0%	+650+0.2%	Added	Holders
Q3 2025	287,918	$26.3M	1.1%	+108,759+60.7%	Added	Holders
Q2 2025	179,159	$17.7M	0.8%	+2,093+1.2%	Added	Holders
Q1 2025	177,066	$18.3M	0.9%	+3,526+2.0%	Added	Holders
Q4 2024	173,540	$16.1M	0.8%	+2,808+1.6%	Added	Holders
Q3 2024	170,732	$17.7M	0.9%	+7,234+4.4%	Added	Holders
Q2 2024	163,498	$15.7M	0.8%	−54,911−25.1%	Reduced	Holders
Q1 2024	218,409	$21.7M	1.1%	+6,615+3.1%	Added	Holders
Q4 2023	211,794	$18.9M	1.1%	+3,990+1.9%	Added	Holders
Q3 2023	207,804	$16.7M	1.1%	+3,550+1.7%	Added	Holders
Q2 2023	204,254	$18.2M	1.1%	+223+0.1%	Added	Holders
Q1 2023	204,031	$17.2M	1.1%	+19,956+10.8%	Added	Holders
Q4 2022	184,075	$14.4M	1.1%	+1,466+0.8%	Added	Holders
Q3 2022	182,609	$11.7M	1.0%	+6,407+3.6%	Added	Holders
Q2 2022	176,202	$12.5M	1.1%	+508+0.3%	Added	Holders
Q1 2022	175,694	$13.5M	1.0%	+2,546+1.5%	Added	Holders
Q4 2021	173,148	$15.1M	1.1%	−171−0.1%	Reduced	Holders
Q3 2021	173,319	$14.3M	1.1%	+6,110+3.7%	Added	Holders
Q2 2021	167,209	$13.7M	1.1%	−846−0.5%	Reduced	Holders
Q1 2021	168,055	$11.5M	1.0%	–	–	Holders

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