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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Wealthspire 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)
4,065
Value
$291.0K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of OTIS by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,065$291.0K<0.1%+4,065NewHolders
Q1 20260$00.0%−3,601−100.0%Sold outHolders
Q4 20253,601$314.5K<0.1%+1,640+83.6%AddedHolders
Q3 20251,961$179.3K<0.1%−464−19.1%ReducedHolders
Q2 20252,425$240.1K<0.1%+201+9.0%AddedHolders
Q1 20252,224$229.5K<0.1%−241−9.8%ReducedHolders
Q4 20242,465$228.3K<0.1%+190+8.4%AddedHolders
Q3 20242,275$236.5K<0.1%−67−2.9%ReducedHolders
Q2 20242,342$225.4K<0.1%−2,046−46.6%ReducedHolders
Q1 20244,388$435.6K<0.1%−14−0.3%ReducedHolders
Q4 20234,402$393.8K<0.1%−177−3.9%ReducedHolders
Q3 20234,579$367.7K<0.1%+46+1.0%AddedHolders
Q2 20234,533$403.5K<0.1%−18−0.4%ReducedHolders
Q1 20234,551$384.1K<0.1%−2,817−38.2%ReducedHolders
Q4 20227,368$577.0K<0.1%+500+7.3%AddedHolders
Q3 20226,868$438.0K<0.1%+6,868NewHolders
Q1 20220$00.0%−2,455−100.0%Sold outHolders
Q4 20212,455$214.0K<0.1%−350−12.5%ReducedHolders
Q3 20212,805$231.0K<0.1%+2,805NewHolders
Q2 20210$00.0%−4,359−100.0%Sold outHolders
Q1 20214,359$298.0K<0.1%––Holders

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