Rothwell Investment Advisors, LLC’s Otis Worldwide OTIS Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.34K	Buy	+99	New	+$7.04K	﹤0.01%	863

Other funds holding OTIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's OTIS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Otis Worldwide (OTIS) in Q3 2026: 99 shares worth $6.34K. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings.

613 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Rothwell Investment Advisors, LLC held 99 shares of Otis Worldwide worth $6.34K as of Q3 2026.
Otis Worldwide was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Otis Worldwide made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #863 holding.
613 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.