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Otis Worldwide Corp shares owned by Circle Wealth Management

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

Historical chart of Circle Wealth Management investment in Otis Worldwide Corp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Otis Worldwide Corp by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 33k 103.94
2024-06-30 $3.1M 33k 96.26
2024-03-31 $3.3M 33k 99.27
2023-12-31 $2.9M 33k 89.47
2023-09-30 $2.6M 33k 80.31

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Nike CL B (NKE)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding Otis Worldwide Corp

Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
Alliancebernstein
State Street Corporation
Morgan Stanley
Geode Capital Management
Massachusetts Financial Services
Franklin Resources
Fiera Capital Corporation
Northern Trust
Bank of America Corporation
Sarasin & Partners
Invesco

View all funds holding Otis Worldwide Corp