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Connecticut Wealth Management, LLC → OTIS
Connecticut Wealth Management, LLC OTIS Position History
Otis Worldwide Corporation • Industrials
Quarters held
5
Latest value
$6.1M
Q3 2026
Peak value
$9.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.5M |
| Q4 2025 | $9M |
| Q1 2026 | $7.5M |
| Q2 2026 | $6.8M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 94.4K | — | — |
| Q2 2026 | $6.8M | 94.7K | — | — |
| Q1 2026 | $7.5M | 97.6K | — | — |
| Q4 2025 | $9M | 103.5K | — | — |
| Q3 2025 | $9.5M | 104.3K | — | — |
Other funds holding OTIS
$4.6B
$4.6B
$4.1B
$3.9B
$2.5B
$1.7B
$1.7B
$1.6B