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Otis Worldwide Corp shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Otis Worldwide Corp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Otis Worldwide Corp by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 2.3k 88.79
2025-09-30 $192k 2.1k 91.41
2025-06-30 $165k 1.7k 98.99

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Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Accenture Plc Ireland Shs Class A Stock (ACN)
Microsoft Corp Stock (MSFT)
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Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 100 Etf Etf (OEF)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Amazon Stock (AMZN)

View all positions for Icon Wealth Advisors

Top funds holding Otis Worldwide Corp

Vanguard Group
J. Stern & Co
BlackRock
Alliancebernstein
State Street Corporation
Geode Capital Management
Norges Bank Investment Management
Franklin Resources
Jpmorgan Chase & Co
Massachusetts Financial Services
Fiera Capital Corporation
Mitsubishi UFJ Asset Management
StonePine Asset Management
Bls Capital Fondsmaeglerselskab A/s
Northern Trust

View all funds holding Otis Worldwide Corp