Otis Worldwide Corp shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Otis Worldwide Corp
Tip: Access up to 7 years of quarterly data
All positions including Otis Worldwide Corp held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Otis Worldwide Corp by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 11k | 91.43 |
| 2025-06-30 | $1.1M | 11k | 99.02 |
| 2024-12-31 | $1.0M | 11k | 92.61 |
| 2024-09-30 | $1.2M | 11k | 103.94 |
| 2024-06-30 | $1.1M | 11k | 96.26 |
| 2024-03-31 | $1.2M | 12k | 99.27 |
| 2023-12-31 | $1.0M | 12k | 89.47 |
| 2023-09-30 | $937k | 12k | 80.31 |
| 2023-06-30 | $950k | 11k | 89.01 |
| 2023-03-31 | $906k | 11k | 84.40 |
| 2022-12-31 | $833k | 11k | 78.31 |
| 2022-09-30 | $708k | 11k | 63.84 |
| 2022-06-30 | $787k | 11k | 70.65 |
| 2022-03-31 | $878k | 11k | 76.94 |
| 2021-12-31 | $1.0M | 12k | 87.09 |
| 2021-09-30 | $966k | 12k | 82.25 |
| 2021-06-30 | $946k | 12k | 81.78 |
| 2021-03-31 | $794k | 12k | 68.48 |
| 2020-12-31 | $800k | 12k | 67.54 |
| 2020-06-30 | $135k | 2.4k | 56.72 |