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Moran Wealth Management, LLC → OTIS
Moran Wealth Management, LLC OTIS Position History
Otis Worldwide Corporation • Industrials
Quarters held
8
Latest value
$10.2M
Q3 2026
Peak value
$10.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.6M |
| Q4 2025 | $4K |
| Q1 2026 | $8.5M |
| Q1 2026 | $8K |
| Q2 2026 | $10.3M |
| Q2 2026 | $21K |
| Q3 2026 | $37K |
| Q3 2026 | $10.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.2M | 159.0K | — | — |
| Q3 2026 | $37K | 582 | — | — |
| Q2 2026 | $21K | 296 | — | — |
| Q2 2026 | $10.3M | 144.1K | — | — |
| Q1 2026 | $8K | 99 | — | — |
| Q1 2026 | $8.5M | 109.7K | — | — |
| Q4 2025 | $4K | 41 | — | — |
| Q4 2025 | $9.6M | 109.5K | — | — |
Other funds holding OTIS
$4.6B
$4.6B
$4.1B
$3.9B
$2.5B
$1.7B
$1.7B
$1.6B