Otis Worldwide Corp shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Otis Worldwide Corp
Tip: Access up to 7 years of quarterly data
All positions including Otis Worldwide Corp held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Otis Worldwide Corp by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.4M | 50k | 87.35 |
| 2025-09-30 | $4.3M | 47k | 91.43 |
| 2025-06-30 | $4.8M | 48k | 99.02 |
| 2025-03-31 | $5.8M | 56k | 103.20 |
| 2024-12-31 | $4.9M | 53k | 92.61 |
| 2024-09-30 | $4.6M | 44k | 103.94 |
| 2024-06-30 | $3.6M | 38k | 96.26 |
| 2024-03-31 | $5.7M | 58k | 99.27 |
| 2023-12-31 | $4.6M | 52k | 89.47 |
| 2023-09-30 | $3.9M | 48k | 80.31 |
| 2023-06-30 | $4.4M | 50k | 89.01 |
| 2023-03-31 | $4.0M | 48k | 84.40 |
| 2022-12-31 | $3.9M | 50k | 78.31 |
| 2022-09-30 | $3.4M | 48k | 70.63 |
| 2022-06-30 | $230k | 3.3k | 70.62 |