US Financial Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Other funds holding OTIS
US Financial Advisors's OTIS Position: Q1 2025 in Review
US Financial Advisors opened a new position in Otis Worldwide (OTIS) in Q1 2025: 2,054 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings. This is a return to the name: US Financial Advisors previously reported a position in OTIS as recently as Q3 2024.
US Financial Advisors first reported a position in OTIS in Q1 2024 and has held it in 3 quarters since. The position peaked at $213K in Q3 2024. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.
- US Financial Advisors held 2,054 shares of Otis Worldwide worth $212K as of Q1 2025.
- Otis Worldwide was a new US Financial Advisors position in Q1 2025.
- Otis Worldwide made up 0.06% of US Financial Advisors's portfolio in Q1 2025, its #94 holding.
- US Financial Advisors first reported a position in Otis Worldwide in Q1 2024 and has held it in 3 quarters since.
- US Financial Advisors's Otis Worldwide position peaked at $213K in Q3 2024.
- 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.
Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.