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Livermore
Livermore
ZHEN

Diversified Trust Co

SEC CIK
0001479844
Latest filing
Jul 17, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Diversified 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)
13,650
Value
$977.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Diversified Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,650$977.3K<0.1%+4,325+46.4%AddedHolders
Q1 20269,325$718.8K<0.1%+2,095+29.0%AddedHolders
Q4 20257,230$631.5K<0.1%+76+1.1%AddedHolders
Q3 20257,154$654.1K<0.1%−5−0.1%ReducedHolders
Q2 20257,159$708.9K<0.1%−126−1.7%ReducedHolders
Q1 20257,285$751.8K<0.1%+449+6.6%AddedHolders
Q4 20246,836$633.1K<0.1%+63+0.9%AddedHolders
Q3 20246,773$704.0K<0.1%+1,825+36.9%AddedHolders
Q2 20244,948$476.3K<0.1%−43−0.9%ReducedHolders
Q1 20244,991$495.5K<0.1%−5−0.1%ReducedHolders
Q4 20234,996$447.0K<0.1%−50,559−91.0%ReducedHolders
Q3 202355,555$4.46M0.2%−1,733−3.0%ReducedHolders
Q2 202357,288$5.10M0.2%+2,167+3.9%AddedHolders
Q1 202355,121$4.65M0.2%+425+0.8%AddedHolders
Q4 202254,696$4.28M0.2%+365+0.7%AddedHolders
Q3 202254,331$3.47M0.2%−3,041−5.3%ReducedHolders
Q2 202257,372$4.05M0.2%−2,672−4.5%ReducedHolders
Q1 202260,044$4.62M0.2%+12,072+25.2%AddedHolders
Q4 202147,972$4.18M0.1%+41,851+683.7%AddedHolders
Q3 20216,121$504.0K<0.1%−661−9.7%ReducedHolders
Q2 20216,782$555.0K<0.1%+2,522+59.2%AddedHolders
Q1 20214,260$292.0K<0.1%––Holders

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