OTIS WORLDWIDE CORP

Ticker: OTIS CUSIP: 68902V107 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 12,015 Value ($000) $1,049 Avg Close $89.25 Range $85.82 - $93.62

Q3 2025

Shares 13,010 Value ($000) $1,189 Avg Close $90.13 Range $83.46 - $100.47

Q2 2025

Shares 92,881 Value ($000) $9,197 Avg Close $95.42 Range $88.47 - $104.50

Q1 2025

Shares 93,841 Value ($000) $9,684 Avg Close $96.18 Range $88.53 - $105.37

Q4 2024

Shares 94,776 Value ($000) $8,777 Avg Close $98.31 Range $90.33 - $104.05

Q3 2024

Shares 94,622 Value ($000) $9,835 Avg Close $93.03 Range $87.90 - $102.98

Q2 2024

Shares 96,456 Value ($000) $9,285 Avg Close $93.72 Range $87.90 - $98.27

Q1 2024

Shares 113,021 Value ($000) $11,220 Avg Close $89.54 Range $82.60 - $97.40

Q4 2023

Shares 112,983 Value ($000) $10,109 Avg Close $80.24 Range $70.61 - $88.02

Q3 2023

Shares 119,781 Value ($000) $9,620 Avg Close $82.19 Range $76.20 - $87.60

Q2 2023

Shares 132,115 Value ($000) $11,760 Avg Close $80.64 Range $73.45 - $86.43

Q1 2023

Shares 137,610 Value ($000) $11,614 Avg Close $78.91 Range $74.65 - $83.42

Q4 2022

Shares 145,809 Value ($000) $11,418 Avg Close $70.16 Range $59.27 - $78.06

Q3 2022

Shares 150,530 Value ($000) $9,604 Avg Close $69.26 Range $60.46 - $77.44

Q2 2022

Shares 152,142 Value ($000) $10,752 Avg Close $69.45 Range $63.29 - $73.61

Q1 2022

Shares 151,017 Value ($000) $11,621 Avg Close $75.10 Range $66.90 - $82.79

Q4 2021

Shares 153,339 Value ($000) $13,351 Avg Close $78.43 Range $73.55 - $82.42

Q3 2021

Shares 156,804 Value ($000) $12,902 Avg Close $82.17 Range $76.25 - $86.88

Q2 2021

Shares 156,778 Value ($000) $12,820 Avg Close $71.71 Range $63.56 - $76.97

Q1 2021

Shares 159,027 Value ($000) $10,885 Avg Close $60.74 Range $56.84 - $65.75

Q4 2020

Shares 44,206 Value ($000) $2,986 Avg Close $60.07 Range $54.35 - $63.27

Q3 2020

Shares 40,254 Value ($000) $2,513 Avg Close $56.47 Range $51.39 - $60.79

Q2 2020

Shares 41,047 Value ($000) $2,334 Avg Close $47.48 Range $37.89 - $56.66

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	12,015	$1,049	$89.25	$85.82 - $93.62
Q3 2025	13,010	$1,189	$90.13	$83.46 - $100.47
Q2 2025	92,881	$9,197	$95.42	$88.47 - $104.50
Q1 2025	93,841	$9,684	$96.18	$88.53 - $105.37
Q4 2024	94,776	$8,777	$98.31	$90.33 - $104.05
Q3 2024	94,622	$9,835	$93.03	$87.90 - $102.98
Q2 2024	96,456	$9,285	$93.72	$87.90 - $98.27
Q1 2024	113,021	$11,220	$89.54	$82.60 - $97.40
Q4 2023	112,983	$10,109	$80.24	$70.61 - $88.02
Q3 2023	119,781	$9,620	$82.19	$76.20 - $87.60
Q2 2023	132,115	$11,760	$80.64	$73.45 - $86.43
Q1 2023	137,610	$11,614	$78.91	$74.65 - $83.42
Q4 2022	145,809	$11,418	$70.16	$59.27 - $78.06
Q3 2022	150,530	$9,604	$69.26	$60.46 - $77.44
Q2 2022	152,142	$10,752	$69.45	$63.29 - $73.61
Q1 2022	151,017	$11,621	$75.10	$66.90 - $82.79
Q4 2021	153,339	$13,351	$78.43	$73.55 - $82.42
Q3 2021	156,804	$12,902	$82.17	$76.25 - $86.88
Q2 2021	156,778	$12,820	$71.71	$63.56 - $76.97
Q1 2021	159,027	$10,885	$60.74	$56.84 - $65.75
Q4 2020	44,206	$2,986	$60.07	$54.35 - $63.27
Q3 2020	40,254	$2,513	$56.47	$51.39 - $60.79
Q2 2020	41,047	$2,334	$47.48	$37.89 - $56.66