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Acropolis Investment Management’s Otis Worldwide OTIS Stock Holding History

Acropolis Investment Management’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 		$109K Hold
1,690
– – ﹤0.01% 366
2026
Q2 		$121K Sell
1,690
-263
-13% -$19.6K ﹤0.01% 352
2026
Q1 		$151K Buy
+1,953
New +$171K 0.01% 323
2025
Q4 		– Sell
-2,363
Closed -$234K – 303
2025
Q3 		$234K Buy
+2,363
New +$215K 0.01% 241
2025
Q2 		– Sell
-1,398
Closed -$144K – 285
2025
Q1 		$144K Sell
1,398
-41
-3% -$4K 0.01% 258
2024
Q4 		$133K Hold
1,439
– – 0.01% 279
2024
Q3 		$150K Sell
1,439
-26
-2% -$2.48K 0.01% 258
2024
Q2 		$141K Buy
1,465
+26
+2% +$2.51K 0.01% 247
2024
Q1 		$143K Sell
1,439
-26
-2% -$2.4K 0.01% 243
2023
Q4 		$131K Sell
1,465
-23
-2% -$1.91K 0.01% 258
2023
Q3 		$120K Sell
1,488
-35
-2% -$2.99K 0.01% 258
2023
Q2 		$136K Hold
1,523
– – 0.01% 232
2023
Q1 		$129K Sell
1,523
-20
-1% -$1.66K 0.01% 234
2022
Q4 		$121K Sell
1,543
-252
-14% -$18.6K 0.01% 232
2022
Q3 		$115K Buy
1,795
+1
+0.1% +$73 0.01% 226
2022
Q2 		$127K Sell
1,794
-62
-3% -$4.57K 0.01% 220
2022
Q1 		$143K Sell
1,856
-183
-9% -$14.6K 0.01% 211
2021
Q4 		$178K Buy
2,039
+1
+0% +$84 0.02% 201
2021
Q3 		$164K Buy
2,038
+1
+0% +$88 0.02% 192
2021
Q2 		$167K Sell
2,037
-85
-4% -$6.54K 0.02% 198
2021
Q1 		$145K Sell
2,122
-76
-3% -$4.97K 0.01% 196
2020
Q4 		$148K Buy
2,198
+3
+0.1% +$195 0.02% 190
2020
Q3 		$137K Hold
2,195
– – 0.02% 180
2020
Q2 		$125K Buy
+2,195
New +$114K 0.02% 176

Other funds holding OTIS

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
BSC
Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Acropolis Investment Management's OTIS Position: Q3 2026 in Review

Acropolis Investment Management held its Otis Worldwide (OTIS) position steady in Q3 2026 at 1,690 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Acropolis Investment Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $234K in Q3 2025. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Acropolis Investment Management held 1,690 shares of Otis Worldwide worth $109K as of Q3 2026.
  • Acropolis Investment Management left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #366 holding.
  • Acropolis Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Acropolis Investment Management's Otis Worldwide position peaked at $234K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.