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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Raffa 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)
114
Value
$8.16K
% of portfolio
<0.1%
Quarters held
25
Since Q2 2020
Holdings of OTIS by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026114$8.16K<0.1%+11+10.7%AddedHolders
Q1 2026103$7.94K<0.1%+48+87.3%AddedHolders
Q4 202555$4.80K<0.1%00.0%UnchangedHolders
Q3 202555$5.03K<0.1%00.0%UnchangedHolders
Q2 202555$5.45K<0.1%00.0%UnchangedHolders
Q1 202555$5.68K<0.1%−14−20.3%ReducedHolders
Q4 202469$6.39K<0.1%00.0%UnchangedHolders
Q3 202469$7.17K<0.1%00.0%UnchangedHolders
Q2 202469$6.64K<0.1%00.0%UnchangedHolders
Q1 202469$6.85K<0.1%00.0%UnchangedHolders
Q4 202369$6.17K<0.1%00.0%UnchangedHolders
Q3 202369$5.54K<0.1%00.0%UnchangedHolders
Q2 202369$6.14K<0.1%−1,150−94.3%ReducedHolders
Q1 20231,219$102.9K<0.1%00.0%UnchangedHolders
Q4 20221,219$95.5K<0.1%+35+3.0%AddedHolders
Q3 20221,184$75.5K<0.1%00.0%UnchangedHolders
Q2 20221,184$83.7K<0.1%−5−0.4%ReducedHolders
Q1 20221,189$91.5K<0.1%+5+0.4%AddedHolders
Q4 20211,184$103.1K<0.1%00.0%UnchangedHolders
Q3 20211,184$97.4K<0.1%00.0%UnchangedHolders
Q2 20211,184$96.8K<0.1%−1,000−45.8%ReducedHolders
Q1 20212,184$149.5K0.1%+1,014+86.7%AddedHolders
Q4 20201,170$79.0K<0.1%−55−4.5%Reduced–
Q3 20201,225$76.5K<0.1%+75+6.5%Added–
Q2 20201,150$65.4K<0.1%+1,150New–