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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Evercore Wealth 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 (Q2 2026)
21,182
Value
$1.52M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,182$1.52M<0.1%−349−1.6%ReducedHolders
Q1 202621,531$1.66M<0.1%−3,910−15.4%ReducedHolders
Q4 202525,441$2.22M<0.1%00.0%UnchangedHolders
Q3 202525,441$2.33M<0.1%−1,672−6.2%ReducedHolders
Q2 202527,113$2.68M<0.1%+49+0.2%AddedHolders
Q1 202527,064$2.79M<0.1%−404−1.5%ReducedHolders
Q4 202427,468$2.54M<0.1%−40.0%ReducedHolders
Q3 202427,472$2.86M<0.1%−240−0.9%ReducedHolders
Q2 202427,712$2.67M<0.1%−90.0%ReducedHolders
Q1 202427,721$2.75M<0.1%−565−2.0%ReducedHolders
Q4 202328,286$2.53M<0.1%−80−0.3%ReducedHolders
Q3 202328,366$2.28M<0.1%+702+2.5%AddedHolders
Q2 202327,664$2.46M<0.1%−119−0.4%ReducedHolders
Q1 202327,783$2.34M<0.1%+85+0.3%AddedHolders
Q4 202227,698$2.17M<0.1%−214−0.8%ReducedHolders
Q3 202227,912$1.78M<0.1%−131−0.5%ReducedHolders
Q2 202228,043$1.98M<0.1%00.0%UnchangedHolders
Q1 202228,043$2.16M<0.1%−171−0.6%ReducedHolders
Q4 202128,214$2.46M<0.1%−585−2.0%ReducedHolders
Q3 202128,799$2.37M<0.1%00.0%UnchangedHolders
Q2 202128,799$2.36M<0.1%−130.0%ReducedHolders
Q1 202128,812$1.97M<0.1%––Holders

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