Otis Worldwide Corp shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Otis Worldwide Corp
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Quarterly reported holdings in Otis Worldwide Corp by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 70k | 91.43 |
| 2025-06-30 | $7.0M | 71k | 99.02 |
| 2025-03-31 | $6.8M | 66k | 103.20 |
| 2024-12-31 | $5.6M | 61k | 92.61 |
| 2024-09-30 | $4.8M | 47k | 103.94 |
| 2024-06-30 | $920k | 9.6k | 96.26 |
| 2024-03-31 | $915k | 9.2k | 99.27 |
| 2023-12-31 | $837k | 9.4k | 89.47 |
| 2023-09-30 | $750k | 9.3k | 80.31 |
| 2023-06-30 | $691k | 7.8k | 89.01 |
| 2021-12-31 | $263k | 3.0k | 87.06 |