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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by GWM Advisors 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)
27,068
Value
$1.94M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of OTIS by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,068$1.94M<0.1%+15,420+132.4%AddedHolders
Q1 202611,648$897.8K<0.1%−144−1.2%ReducedHolders
Q4 202511,792$1.03M<0.1%+678+6.1%AddedHolders
Q3 202511,114$1.02M<0.1%+892+8.7%AddedHolders
Q2 202510,222$1.01M<0.1%+1,196+13.3%AddedHolders
Q1 20259,026$931.4K<0.1%−627−6.5%ReducedHolders
Q4 20249,653$894.0K<0.1%+514+5.6%AddedHolders
Q3 20249,139$949.9K<0.1%+43+0.5%AddedHolders
Q2 20249,096$875.6K<0.1%−50−0.5%ReducedHolders
Q1 20249,146$907.8K<0.1%+2,514+37.9%AddedHolders
Q4 20236,632$587.9K<0.1%+859+14.9%AddedHolders
Q3 20235,773$463.6K<0.1%+191+3.4%AddedHolders
Q2 20235,582$496.8K<0.1%+316+6.0%AddedHolders
Q1 20235,266$444.4K<0.1%+536+11.3%AddedHolders
Q4 20224,730$255.6K<0.1%+4,730NewHolders
Q3 20220$00.0%−10,051−100.0%Sold outHolders
Q2 202210,051$711.0K<0.1%+10,051NewHolders
Q1 20220$00.0%−5,607−100.0%Sold outHolders
Q4 20215,607$488.0K<0.1%+5,607NewHolders
Q2 20210$00.0%−12,817−100.0%Sold outHolders
Q1 202112,817$877.0K<0.1%––Holders

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