Skip to main content
Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by TD Private Client Wealth 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)
5,669
Value
$405.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,669$405.9K<0.1%−592−9.5%ReducedHolders
Q1 20266,261$482.6K<0.1%−918−12.8%ReducedHolders
Q4 20257,179$627.1K<0.1%+1,577+28.2%AddedHolders
Q3 20255,602$512.2K<0.1%+711+14.5%AddedHolders
Q2 20254,891$484.3K<0.1%−2,723−35.8%ReducedHolders
Q1 20257,614$785.8K<0.1%+220+3.0%AddedHolders
Q4 20247,394$684.8K<0.1%−432−5.5%ReducedHolders
Q3 20247,826$813.4K<0.1%−143−1.8%ReducedHolders
Q2 20247,969$767.1K<0.1%−291−3.5%ReducedHolders
Q1 20248,260$820.0K<0.1%−817−9.0%ReducedHolders
Q4 20239,077$812.1K<0.1%+1,745+23.8%AddedHolders
Q3 20237,332$588.8K<0.1%−847−10.4%ReducedHolders
Q2 20238,179$728.0K<0.1%+115+1.4%AddedHolders
Q1 20238,064$680.6K<0.1%−751−8.5%ReducedHolders
Q4 20228,815$690.3K<0.1%−1,415−13.8%ReducedHolders
Q3 202210,230$652.7K<0.1%+221+2.2%AddedHolders
Q2 202210,009$707.3K<0.1%+241+2.5%AddedHolders
Q1 20229,768$751.6K<0.1%−3,155−24.4%ReducedHolders
Q4 202112,923$1.13M<0.1%−979−7.0%ReducedHolders
Q3 202113,902$1.14M<0.1%−1,331−8.7%ReducedHolders
Q2 202115,233$1.25M0.1%+70.0%AddedHolders
Q1 202115,226$1.04M<0.1%––Holders

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