Back to OTIS
Allied Investment Advisors, LLC → OTIS
Allied Investment Advisors, LLC OTIS Position History
Otis Worldwide Corporation • Industrials
Quarters held
5
Latest value
$10.7M
Q3 2026
Peak value
$10.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.9M |
| Q4 2025 | $10.9M |
| Q1 2026 | $10.2M |
| Q2 2026 | $10.8M |
| Q3 2026 | $10.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.7M | 166.2K | — | — |
| Q2 2026 | $10.8M | 150.5K | — | — |
| Q1 2026 | $10.2M | 133.0K | — | — |
| Q4 2025 | $10.9M | 124.5K | — | — |
| Q3 2025 | $10.9M | 118.8K | — | — |
Other funds holding OTIS
$4.6B
$4.6B
$4.1B
$3.9B
$2.5B
$1.7B
$1.7B
$1.6B
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF