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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by AE 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of OTIS by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,115−100.0%Sold outHolders
Q1 20263,115$240.1K<0.1%+320+11.4%AddedHolders
Q4 20252,795$244.2K<0.1%−154−5.2%ReducedHolders
Q3 20252,949$269.6K<0.1%−896−23.3%ReducedHolders
Q2 20253,845$380.7K<0.1%+433+12.7%AddedHolders
Q1 20253,412$352.1K<0.1%+434+14.6%AddedHolders
Q4 20242,978$275.8K<0.1%+1,004+50.9%AddedHolders
Q3 20241,974$205.2K<0.1%−974−33.0%ReducedHolders
Q2 20242,948$283.8K<0.1%+2,948NewHolders
Q1 20240$00.0%−7,607−100.0%Sold outHolders
Q4 20237,607$674.2K<0.1%−3,471−31.3%ReducedHolders
Q3 202311,078$889.7K<0.1%+1,476+15.4%AddedHolders
Q2 20239,602$854.7K<0.1%+220+2.3%AddedHolders
Q1 20239,382$791.8K<0.1%+611+7.0%AddedHolders
Q4 20228,771$686.8K<0.1%−90−1.0%ReducedHolders
Q3 20228,861$565.0K<0.1%+270+3.1%AddedHolders
Q2 20228,591$607.0K<0.1%−206−2.3%ReducedHolders
Q1 20228,797$677.0K<0.1%+1,018+13.1%AddedHolders
Q4 20217,779$677.0K<0.1%−2,120−21.4%ReducedHolders
Q3 20219,899$814.0K<0.1%−108−1.1%ReducedHolders
Q2 202110,007$818.0K<0.1%−4,381−30.4%ReducedHolders
Q1 202114,388$985.0K<0.1%––Holders

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