Circle Wealth Management, LLC
- SEC CIK
- 0001578242
- Latest filing
- Aug 12, 2026
OTIS holding history
Otis Worldwide Corp in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
OTIS overviewAll 13F holders of OTISFull Q2 2026 holdings
- Shares (Q2 2026)
- 32,851
- Value
- $2.35M
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 32,851 | $2.35M | <0.1% | −454−1.4% | Reduced | Holders |
| Q1 2026 | 33,305 | $2.57M | <0.1% | +454+1.4% | Added | Holders |
| Q4 2025 | 32,851 | $2.87M | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 32,851 | $3.00M | 0.1% | +341+1.0% | Added | Holders |
| Q2 2025 | 32,510 | $3.22M | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 32,510 | $3.36M | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 32,510 | $3.01M | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 32,510 | $3.38M | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 32,510 | $3.13M | 0.1% | −296−0.9% | Reduced | Holders |
| Q1 2024 | 32,806 | $3.26M | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 32,806 | $2.94M | 0.1% | −130.0% | Reduced | Holders |
| Q3 2023 | 32,819 | $2.64M | 0.1% | +32,819 | New | Holders |