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Aureus Asset Management, LLC

SEC CIK
0001381296
Latest filing
Aug 14, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Aureus Asset Management, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q2 2021
Holdings of OTIS by Aureus Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−41,866−100.0%Sold outHolders
Q4 202441,866$3.88M0.3%−1,435−3.3%ReducedHolders
Q3 202443,301$4.50M0.3%−350−0.8%ReducedHolders
Q2 202443,651$4.20M0.3%−747−1.7%ReducedHolders
Q1 202444,398$4.41M0.3%+551+1.3%AddedHolders
Q4 202343,847$3.92M0.3%−1,489−3.3%ReducedHolders
Q3 202345,336$3.64M0.3%−3,259−6.7%ReducedHolders
Q2 202348,595$4.33M0.3%−2,797−5.4%ReducedHolders
Q1 202351,392$4.34M0.3%+5,120+11.1%AddedHolders
Q4 202246,272$3.62M0.3%+6,940+17.6%AddedHolders
Q3 202239,332$2.51M0.2%−4,369−10.0%ReducedHolders
Q2 202243,701$3.09M0.2%+9,487+27.7%AddedHolders
Q1 202234,214$2.63M0.2%+531+1.6%AddedHolders
Q4 202133,683$2.93M0.2%+5,300+18.7%AddedHolders
Q3 202128,383$2.33M0.2%+861+3.1%AddedHolders
Q2 202127,522$2.25M0.1%+27,522NewHolders