Otis Worldwide Corp shares owned by Wealth Management Group
Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Otis Worldwide Corp
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Quarterly reported holdings in Otis Worldwide Corp by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 2.5k | 91.43 |
| 2025-06-30 | $248k | 2.5k | 99.02 |
| 2025-03-31 | $312k | 3.0k | 103.20 |
| 2024-12-31 | $291k | 3.1k | 92.61 |
| 2024-09-30 | $327k | 3.1k | 103.94 |
| 2024-06-30 | $335k | 3.5k | 96.26 |
| 2024-03-31 | $379k | 3.8k | 99.27 |
| 2023-12-31 | $338k | 3.8k | 89.47 |
| 2023-09-30 | $309k | 3.8k | 80.31 |
| 2023-06-30 | $350k | 3.9k | 89.01 |
| 2023-03-31 | $366k | 4.3k | 84.40 |
| 2022-12-31 | $379k | 4.8k | 78.43 |
| 2022-09-30 | $309k | 4.8k | 63.92 |
| 2022-06-30 | $322k | 4.6k | 70.63 |
| 2022-03-31 | $351k | 4.6k | 76.92 |
| 2021-12-31 | $401k | 4.6k | 86.96 |
| 2021-09-30 | $380k | 4.6k | 82.37 |
| 2021-06-30 | $408k | 5.0k | 81.68 |
| 2021-03-31 | $346k | 5.1k | 68.49 |
| 2020-12-31 | $527k | 7.8k | 67.61 |
| 2020-09-30 | $908k | 15k | 62.45 |
| 2020-06-30 | $1.2M | 21k | 56.86 |