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Vestmark Advisory Solutions, Inc.

SEC CIK
0001736982
Latest filing
Aug 14, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Vestmark Advisory Solutions, 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)
4,484
Value
$321.0K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of OTIS by Vestmark Advisory Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,484$321.0K<0.1%+462+11.5%AddedHolders
Q1 20264,022$310.1K<0.1%+4,022NewHolders
Q1 20250$00.0%−2,275−100.0%Sold outHolders
Q4 20242,275$210.7K<0.1%−19−0.8%ReducedHolders
Q3 20242,294$238.4K<0.1%−638−21.8%ReducedHolders
Q2 20242,932$282.2K<0.1%−51−1.7%ReducedHolders
Q1 20242,983$296.1K<0.1%−44−1.5%ReducedHolders
Q4 20233,027$270.8K<0.1%−59−1.9%ReducedHolders
Q3 20233,086$247.8K<0.1%−5,552−64.3%ReducedHolders
Q2 20238,638$768.9K<0.1%+2,249+35.2%AddedHolders
Q1 20236,389$539.3K<0.1%+170+2.7%AddedHolders
Q4 20226,219$487.1K<0.1%−4,052−39.5%ReducedHolders
Q3 202210,271$655.0K<0.1%−452−4.2%ReducedHolders
Q2 202210,723$758.0K<0.1%+2,787+35.1%AddedHolders
Q1 20227,936$611.0K<0.1%−404−4.8%ReducedHolders
Q4 20218,340$726.0K<0.1%+307+3.8%AddedHolders
Q3 20218,033$661.0K<0.1%−330−3.9%ReducedHolders
Q2 20218,363$684.0K<0.1%−2,431−22.5%ReducedHolders
Q1 202110,794$739.0K0.1%––Holders

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