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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → OTIS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OTIS Position History
Otis Worldwide Corporation • Industrials
Quarters held
5
Latest value
$5.4M
Q3 2026
Peak value
$14.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.3M |
| Q4 2025 | $13.6M |
| Q1 2026 | $4.7M |
| Q2 2026 | $7.3M |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 90.9K | — | — |
| Q2 2026 | $7.3M | 107.0K | — | — |
| Q1 2026 | $4.7M | 64.1K | — | — |
| Q4 2025 | $13.6M | 151.2K | — | — |
| Q3 2025 | $14.3M | 157.8K | — | — |
Other funds holding OTIS
$4.6B
$4.6B
$4.1B
$3.9B
$2.5B
$1.7B
$1.7B
$1.6B