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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Capital Analysts, 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)
990
Value
$70.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026990$70.0K<0.1%+1+0.1%AddedHolders
Q1 2026989$77.0K<0.1%00.0%UnchangedHolders
Q4 2025989$87.0K<0.1%+1+0.1%AddedHolders
Q3 2025988$91.0K<0.1%00.0%UnchangedHolders
Q2 2025988$98.0K<0.1%00.0%UnchangedHolders
Q1 2025988$102.0K<0.1%+207+26.5%AddedHolders
Q4 2024781$72.0K<0.1%+64+8.9%AddedHolders
Q3 2024717$75.0K<0.1%+2+0.3%AddedHolders
Q2 2024715$69.0K<0.1%−20−2.7%ReducedHolders
Q1 2024735$73.0K<0.1%+5+0.7%AddedHolders
Q4 2023730$65.0K<0.1%+2+0.3%AddedHolders
Q3 2023728$59.0K<0.1%+162+28.6%AddedHolders
Q2 2023566$50.0K<0.1%+6+1.1%AddedHolders
Q1 2023560$47.0K<0.1%−77−12.1%ReducedHolders
Q4 2022637$50.0K<0.1%+2+0.3%AddedHolders
Q3 2022635$40.0K<0.1%−23−3.5%ReducedHolders
Q2 2022658$46.0K<0.1%+27+4.3%AddedHolders
Q1 2022631$49.0K<0.1%−2,285−78.4%ReducedHolders
Q4 20212,916$254.0K<0.1%−174−5.6%ReducedHolders
Q3 20213,090$254.0K<0.1%−471−13.2%ReducedHolders
Q2 20213,561$291.0K<0.1%−176−4.7%ReducedHolders
Q1 20213,737$255.0K<0.1%––Holders

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