Arete Wealth Advisors »

Otis Worldwide Corp shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Otis Worldwide Corp

Tip: Access up to 7 years of quarterly data

All positions including Otis Worldwide Corp held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Otis Worldwide Corp by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 21k 91.44
2025-06-30 $2.0M 21k 99.04
2020-09-30 $282k 4.5k 63.19
2020-06-30 $286k 5.0k 56.79

More positions owned by Arete Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Walt Disney Company (DIS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust Portfolio Agrgte (SPAB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Arete Wealth Advisors

Top funds holding Otis Worldwide Corp

Vanguard Group
BlackRock
Alliancebernstein
State Street Corporation
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Franklin Resources
Massachusetts Financial Services
Fundsmith
Fiera Capital Corporation
Mitsubishi UFJ Asset Management
StonePine Asset Management
Bls Capital Fondsmaeglerselskab A/s
Northern Trust

View all funds holding Otis Worldwide Corp