Otis Worldwide Corp shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Otis Worldwide Corp
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Quarterly reported holdings in Otis Worldwide Corp by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 3.9k | 91.42 |
| 2025-06-30 | $417k | 4.2k | 99.02 |
| 2025-03-31 | $465k | 4.5k | 103.20 |
| 2024-12-31 | $423k | 4.6k | 92.62 |
| 2024-09-30 | $481k | 4.6k | 103.94 |
| 2024-06-30 | $451k | 4.7k | 96.26 |
| 2024-03-31 | $464k | 4.7k | 99.26 |
| 2023-12-31 | $417k | 4.7k | 89.47 |
| 2023-09-30 | $379k | 4.7k | 80.32 |
| 2023-06-30 | $572k | 6.4k | 89.01 |
| 2023-03-31 | $522k | 6.2k | 84.40 |
| 2022-12-31 | $485k | 6.2k | 78.31 |
| 2022-09-30 | $391k | 6.1k | 63.76 |
| 2022-06-30 | $436k | 6.2k | 70.71 |
| 2022-03-31 | $468k | 6.1k | 76.92 |
| 2021-12-31 | $393k | 4.5k | 86.97 |
| 2021-09-30 | $384k | 4.7k | 82.19 |
| 2021-06-30 | $324k | 4.7k | 68.51 |
| 2021-03-31 | $324k | 4.7k | 68.51 |
| 2020-12-31 | $287k | 4.3k | 67.51 |