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Livermore
Livermore
ZHEN

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Sheets Smith Wealth Management, 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)
25,801
Value
$1.85M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,801$1.85M0.2%−2,175−7.8%ReducedHolders
Q1 202627,976$2.16M0.2%−4,799−14.6%ReducedHolders
Q4 202532,775$2.86M0.3%−2,000−5.8%ReducedHolders
Q3 202534,775$3.18M0.4%−21,387−38.1%ReducedHolders
Q2 202556,162$5.56M0.7%00.0%UnchangedHolders
Q1 202556,162$5.80M0.7%−200−0.4%ReducedHolders
Q4 202456,362$5.22M0.6%00.0%UnchangedHolders
Q3 202456,362$5.86M0.7%00.0%UnchangedHolders
Q2 202456,362$5.43M0.6%−3,685−6.1%ReducedHolders
Q1 202460,047$5.96M0.7%+3,000+5.3%AddedHolders
Q4 202357,047$5.10M0.7%00.0%UnchangedHolders
Q3 202357,047$4.58M0.7%+765+1.4%AddedHolders
Q2 202356,282$5.01M0.7%00.0%UnchangedHolders
Q1 202356,282$4.75M0.7%−43−0.1%ReducedHolders
Q4 202256,325$4.41M0.7%−1,003−1.7%ReducedHolders
Q3 202257,328$3.66M0.6%00.0%UnchangedHolders
Q2 202257,328$4.05M0.7%+1,000+1.8%AddedHolders
Q1 202256,328$4.33M0.6%−1,000−1.7%ReducedHolders
Q4 202157,328$4.99M0.6%00.0%UnchangedHolders
Q3 202157,328$4.72M0.6%00.0%UnchangedHolders
Q2 202157,328$4.69M0.6%−156−0.3%ReducedHolders
Q1 202157,484$3.94M0.6%––Holders

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