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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Beacon Pointe 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)
21,920
Value
$1.57M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,920$1.57M<0.1%−32−0.1%ReducedHolders
Q1 202621,952$1.69M<0.1%+7,258+49.4%AddedHolders
Q4 202514,694$1.28M<0.1%−8,369−36.3%ReducedHolders
Q3 202523,063$2.11M<0.1%+1,769+8.3%AddedHolders
Q2 202521,294$2.11M<0.1%+6,462+43.6%AddedHolders
Q1 202514,832$1.53M<0.1%−706−4.5%ReducedHolders
Q4 202415,538$1.44M<0.1%+1,429+10.1%AddedHolders
Q3 202414,109$1.47M<0.1%−234−1.6%ReducedHolders
Q2 202414,343$1.38M<0.1%−3,011−17.4%ReducedHolders
Q1 202417,354$1.72M<0.1%+429+2.5%AddedHolders
Q4 202316,925$1.51M<0.1%−826−4.7%ReducedHolders
Q3 202317,751$1.43M<0.1%+7,223+68.6%AddedHolders
Q2 202310,528$937.1K<0.1%−3,642−25.7%ReducedHolders
Q1 202314,170$1.20M<0.1%+4,204+42.2%AddedHolders
Q4 20229,966$780.4K<0.1%−11−0.1%ReducedHolders
Q3 20229,977$646.0K<0.1%−1,221−10.9%ReducedHolders
Q2 202211,198$799.0K<0.1%−643−5.4%ReducedHolders
Q1 202211,841$911.0K<0.1%+4,689+65.6%AddedHolders
Q4 20217,152$623.0K<0.1%−3,915−35.4%ReducedHolders
Q3 202111,067$911.0K<0.1%+3,648+49.2%AddedHolders
Q2 20217,419$607.0K<0.1%+3,625+95.5%AddedHolders
Q1 20213,794$261.0K<0.1%––Holders

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