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Otis Worldwide Corp shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Otis Worldwide Corp

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

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Quarterly reported holdings in Otis Worldwide Corp by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3k 60 88.33
2025-09-30 $5.4k 60 89.47
2025-06-30 $5.2k 60 87.47

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Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
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Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Vanguard High Yield ETF Etf
Schwab US Dividend Equity Etf (SCHD)
Innovator Defined Wealth Shield Etf (BALT)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Otis Worldwide Corp

Vanguard Group
BlackRock
Alliancebernstein
State Street Corporation
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
Invesco

View all funds holding Otis Worldwide Corp