Level Four Advisory Services’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Buy
+3,024
New +$226K 0.01% 871
2021
Q3
Sell
-2,642
Closed -$216K 587
2021
Q2
$216K Sell
2,642
-1,250
-32% -$96.2K 0.01% 610
2021
Q1
$266K Sell
3,892
-476
-11% -$31.1K 0.02% 530
2020
Q4
$295K Sell
4,368
-32
-0.7% -$2.08K 0.02% 471
2020
Q3
$275K Sell
4,400
-708
-14% -$43.3K 0.02% 453
2020
Q2
$285K Buy
+5,108
New +$265K 0.02% 465

Other funds holding OTIS

Level Four Advisory Services's OTIS Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in Otis Worldwide (OTIS) in Q2 2026: 3,024 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in OTIS as recently as Q2 2021.

Level Four Advisory Services first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. The position peaked at $295K in Q4 2020. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Level Four Advisory Services held 3,024 shares of Otis Worldwide worth $217K as of Q2 2026.
  • Otis Worldwide was a new Level Four Advisory Services position in Q2 2026.
  • Otis Worldwide made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #871 holding.
  • Level Four Advisory Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
  • Level Four Advisory Services's Otis Worldwide position peaked at $295K in Q4 2020.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.