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Livermore
Livermore
ZHEN

Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Ellevest, Inc., 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)
3,348
Value
$245.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,348$245.7K<0.1%+96+3.0%AddedHolders
Q1 20263,252$250.7K<0.1%−123−3.6%ReducedHolders
Q4 20253,375$294.8K<0.1%−1,181−25.9%ReducedHolders
Q3 20254,556$416.6K0.1%−1,856−28.9%ReducedHolders
Q2 20256,412$634.9K0.1%−3,421−34.8%ReducedHolders
Q1 20259,833$1.01M0.1%−476−4.6%ReducedHolders
Q4 202410,309$954.7K0.1%−762−6.9%ReducedHolders
Q3 202411,071$1.15M0.1%−2,491−18.4%ReducedHolders
Q2 202413,562$1.31M0.1%+1,088+8.7%AddedHolders
Q1 202412,474$1.24M0.1%+498+4.2%AddedHolders
Q4 202311,976$1.07M0.1%+2,781+30.2%AddedHolders
Q3 20239,195$738.5K0.1%+90+1.0%AddedHolders
Q2 20239,105$810.4K0.1%+1,447+18.9%AddedHolders
Q1 20237,658$646.3K0.1%+1,611+26.6%AddedHolders
Q4 20226,047$473.5K<0.1%+1,701+39.1%AddedHolders
Q3 20224,346$277.0K<0.1%−198−4.4%ReducedHolders
Q2 20224,544$321.0K<0.1%−180−3.8%ReducedHolders
Q1 20224,724$364.0K<0.1%+720+18.0%AddedHolders
Q4 20214,004$349.0K<0.1%+1,457+57.2%AddedHolders
Q3 20212,547$210.0K<0.1%+492+23.9%AddedHolders
Q2 20212,055$168.0K<0.1%+1,295+170.4%AddedHolders
Q1 2021760$52.0K<0.1%––Holders

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