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Livermore
Livermore
ZHEN

Waterford Advisors, LLC

SEC CIK
0001960657
Latest filing
Aug 14, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Waterford 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)
6,690
Value
$479.0K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of OTIS by Waterford Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,690$479.0K0.1%00.0%UnchangedHolders
Q1 20266,690$510.6K0.2%00.0%UnchangedHolders
Q4 20256,690$584.4K0.2%00.0%UnchangedHolders
Q3 20256,690$611.7K0.2%−8,257−55.2%ReducedHolders
Q2 202514,947$662.4K0.2%+8,257+123.4%AddedHolders
Q1 20256,690$690.4K0.3%00.0%UnchangedHolders
Q4 20246,690$619.6K0.3%00.0%UnchangedHolders
Q3 20246,690$695.4K0.4%00.0%UnchangedHolders
Q2 20246,690$644.0K0.3%00.0%UnchangedHolders
Q1 20246,690$664.1K0.3%00.0%UnchangedHolders
Q4 20236,690$598.6K0.3%00.0%UnchangedHolders
Q3 20236,690$537.3K0.3%00.0%UnchangedHolders
Q2 20236,690$595.0K0.3%00.0%UnchangedHolders
Q1 20236,690$565.0K0.3%00.0%UnchangedHolders
Q4 20226,690$524.0K0.3%–No prior filingHolders