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Otis Worldwide Corp shares owned by Rialto Wealth Management

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

Historical chart of Rialto Wealth Management investment in Otis Worldwide Corp

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

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Quarterly reported holdings in Otis Worldwide Corp by Rialto Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $356k 3.9k 91.43
2025-06-30 $388k 3.9k 99.02
2025-03-31 $403k 3.9k 103.20
2024-12-31 $360k 3.9k 92.61

More positions owned by Rialto Wealth Management

Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Rialto Wealth Management

Top funds holding Otis Worldwide Corp

Vanguard Group
BlackRock
Alliancebernstein
State Street Corporation
Morgan Stanley
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

View all funds holding Otis Worldwide Corp