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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Boston Private 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of OTIS by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,297−100.0%Sold outHolders
Q1 20253,297$340.3K<0.1%−347−9.5%ReducedHolders
Q4 20243,644$337.5K<0.1%+3,644NewHolders
Q3 20240$00.0%−3,965−100.0%Sold outHolders
Q2 20243,965$381.7K<0.1%−492−11.0%ReducedHolders
Q1 20244,457$442.4K<0.1%−282−6.0%ReducedHolders
Q4 20234,739$424.0K<0.1%+11+0.2%AddedHolders
Q3 20234,728$379.7K<0.1%−863−15.4%ReducedHolders
Q2 20235,591$497.6K<0.1%−549−8.9%ReducedHolders
Q1 20236,140$518.2K<0.1%−4,501−42.3%ReducedHolders
Q4 202210,641$833.3K<0.1%−1,019−8.7%ReducedHolders
Q3 202211,660$744.0K<0.1%+2,870+32.7%AddedHolders
Q2 20228,790$621.0K<0.1%−727−7.6%ReducedHolders
Q1 20229,517$732.0K<0.1%+195+2.1%AddedHolders
Q4 20219,322$812.0K<0.1%−2,695−22.4%ReducedHolders
Q3 202112,017$989.0K<0.1%−3,185−21.0%ReducedHolders
Q2 202115,202$1.24M<0.1%−187−1.2%ReducedHolders
Q1 202115,389$1.05M<0.1%––Holders

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