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Livermore
Livermore
ZHEN

Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Core Wealth Partners 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)
4,670
Value
$334.4K
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of OTIS by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,670$334.4K0.1%00.0%UnchangedHolders
Q1 20264,670$360.0K0.2%00.0%UnchangedHolders
Q4 20254,670$407.9K0.2%00.0%UnchangedHolders
Q3 20254,670$427.0K0.2%+100+2.2%AddedHolders
Q2 20254,570$452.5K0.2%00.0%UnchangedHolders
Q1 20254,570$471.6K0.3%00.0%UnchangedHolders
Q4 20244,570$423.2K0.2%00.0%UnchangedHolders
Q3 20244,570$475.0K0.3%00.0%UnchangedHolders
Q2 20244,570$439.9K0.3%00.0%UnchangedHolders
Q1 20244,570$453.7K0.3%00.0%UnchangedHolders
Q4 20234,570$408.9K0.3%00.0%UnchangedHolders
Q3 20234,570$367.0K0.3%+4,570NewHolders