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Livermore
Livermore
ZHEN

Valley Brook Capital Group

SEC CIK
0001851418
Latest filing
Jul 27, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Valley Brook Capital Group, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of OTIS by Valley Brook Capital Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,470−100.0%Sold outHolders
Q4 20254,470$390.5K0.3%−595−11.7%ReducedHolders
Q3 20255,065$463.1K0.3%00.0%UnchangedHolders
Q2 20255,065$501.5K0.4%00.0%UnchangedHolders
Q1 20255,065$522.7K0.4%−50−1.0%ReducedHolders
Q4 20245,115$473.7K0.4%00.0%UnchangedHolders
Q3 20245,115$531.7K0.4%−100−1.9%ReducedHolders
Q2 20245,215$502.0K0.4%00.0%UnchangedHolders
Q1 20245,215$517.7K0.4%−100−1.9%ReducedHolders
Q4 20235,315$475.5K0.4%−412−7.2%ReducedHolders
Q3 20235,727$459.9K0.5%−1,250−17.9%ReducedHolders
Q2 20236,977$621.0K0.6%00.0%UnchangedHolders
Q1 20236,977$588.9K0.5%00.0%UnchangedHolders
Q4 20226,977$546.4K0.5%00.0%UnchangedHolders
Q3 20226,977$445.0K0.5%00.0%UnchangedHolders
Q2 20226,977$493.0K0.5%−129−1.8%ReducedHolders
Q1 20227,106$546.0K0.5%−499−6.6%ReducedHolders
Q4 20217,605$662.0K0.6%00.0%UnchangedHolders
Q3 20217,605$625.0K0.6%00.0%UnchangedHolders
Q2 20217,605$621.0K0.6%+10.0%AddedHolders
Q1 20217,604$520.0K0.5%––Holders

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