OTIS WORLDWIDE CORP · CUSIP 68902V107 · CIK 1998980
As of Jun 30, 2026, AdviceOne Advisory Services, LLC reported 140.25K OTIS (shares), valued at $10.04M, or 5.67% of its reported non-derivative portfolio. Filed Jul 9, 2026.
Verify history & sources →Shares decreased 0.03%; reported value decreased 7.13%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.67% | 140,247 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 6.54% | 140,283 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 7.25% | 140,483 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 8.64% | 142,171 | SEC filing ↗Filed Nov 19, 2025 |
| Q2 2025 | 10.45% | 143,049 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 11.98% | 142,122 | SEC filing ↗Filed Jun 27, 2025 |
| Q4 2024 | 11.77% | 143,194 | SEC filing ↗Filed Jun 27, 2025 |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 11.77% | 143,194 | $13.26M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jun 27, 2025 |
| Q1 2025 | 11.98% | 142,122 | $14.67M | Shares decreased 0.75%; reported value increased 10.60%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 27, 2025 |
| Q2 2025 | 10.45% | 143,049 | $14.16M | Shares increased 0.65%; reported value decreased 3.42%, and weight changed -1.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 8.64% | 142,171 | $13.00M | Shares decreased 0.61%; reported value decreased 8.23%, and weight changed -1.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 19, 2025 |
| Q4 2025 | 7.25% | 140,483 | $12.27M | Shares decreased 1.19%; reported value decreased 5.60%, and weight changed -1.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 6.54% | 140,283 | $10.81M | Shares decreased 0.14%; reported value decreased 11.88%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 5.67% | 140,247 | $10.04M | Shares decreased 0.03%; reported value decreased 7.13%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
Take these holdings further.
This page includes 11 of 11 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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{"action":"portfolio","cik":"1998980","quarter":"2026Q2","cusip":"68902V107"}
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.