Back to OTIS
AdviceOne Advisory Services, LLC → OTIS
AdviceOne Advisory Services, LLC OTIS Position History
Otis Worldwide Corporation • Industrials
Quarters held
5
Latest value
$9M
Q3 2026
Peak value
$13M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13M |
| Q4 2025 | $12.3M |
| Q1 2026 | $10.8M |
| Q2 2026 | $10M |
| Q3 2026 | $9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9M | 140.3K | — | — |
| Q2 2026 | $10M | 140.2K | — | — |
| Q1 2026 | $10.8M | 140.3K | — | — |
| Q4 2025 | $12.3M | 140.5K | — | — |
| Q3 2025 | $13M | 142.2K | — | — |
Other funds holding OTIS
$4.6B
$4.6B
$4.1B
$3.9B
$2.5B
$1.7B
$1.7B
$1.6B