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DAVIDSON INVESTMENT ADVISORS → OTIS
DAVIDSON INVESTMENT ADVISORS OTIS Position History
Otis Worldwide Corporation • Industrials
Quarters held
5
Latest value
$17.4M
Q3 2026
Peak value
$25.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $25.2M |
| Q1 2026 | $18.3M |
| Q1 2026 | $22.8M |
| Q2 2026 | $18.8M |
| Q3 2026 | $17.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.4M | 270.2K | — | — |
| Q2 2026 | $18.8M | 262.6K | — | — |
| Q1 2026 | $22.8M | 295.7K | — | — |
| Q1 2026 | $18.3M | 177.1K | — | — |
| Q4 2025 | $25.2M | 288.6K | — | — |
Other funds holding OTIS
$4.6B
$4.6B
$4.1B
$3.9B
$2.5B
$1.7B
$1.7B
$1.6B