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Oak Thistle LLC

SEC CIK
0001755987
Latest filing
Jul 20, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Oak Thistle 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)
57,323
Value
$4.10M
% of portfolio
0.4%
Quarters held
9
Since Q1 2023
Holdings of OTIS by Oak Thistle LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657,323$4.10M0.4%−11,436−16.6%ReducedHolders
Q1 202668,759$5.30M0.5%+45,331+193.5%AddedHolders
Q4 202523,428$2.05M0.3%+23,428NewHolders
Q3 20250$00.0%−4,979−100.0%Sold outHolders
Q2 20254,979$493.0K0.1%+4,979NewHolders
Q1 20250$00.0%−24,651−100.0%Sold outHolders
Q4 202424,651$2.28M0.7%+24,651NewHolders
Q3 20240$00.0%−9,888−100.0%Sold outHolders
Q2 20249,888$951.8K0.7%+6,506+192.4%AddedHolders
Q1 20243,382$335.7K0.3%−15,413−82.0%ReducedHolders
Q4 202318,795$1.68M0.5%+18,795NewHolders
Q2 20230$00.0%−4,618−100.0%Sold outHolders
Q1 20234,618$389.8K0.2%+4,618NewHolders