Activest Wealth Management
OTIS icon

Activest Wealth Management’s Otis Worldwide OTIS Stock Holding History

Activest Wealth 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 		$579 Sell
9
-259
-97% -$18.4K ﹤0.01% 892
2026
Q2 		$19.2K Buy
268
+179
+201% +$13.4K ﹤0.01% 454
2026
Q1 		$6.86K Sell
89
-172
-66% -$15K ﹤0.01% 763
2025
Q4 		$22.8K Buy
261
+228
+691% +$20.4K ﹤0.01% 478
2025
Q3 		$3.02K Sell
33
-11
-25% -$999 ﹤0.01% 733
2025
Q2 		$4.36K Sell
44
-60
-58% -$5.79K ﹤0.01% 569
2025
Q1 		$10.7K Buy
104
+100
+2,500% +$9.8K ﹤0.01% 387
2024
Q4 		$370 Buy
+4
New +$401 ﹤0.01% 567

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Activest Wealth Management's OTIS Position: Q3 2026 in Review

Activest Wealth Management reduced its Otis Worldwide (OTIS) stake by 97% in Q3 2026, selling an estimated $18.4K and leaving 9 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Activest Wealth Management first reported a position in OTIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $22.8K in Q4 2025. 664 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Activest Wealth Management held 9 shares of Otis Worldwide worth $579 as of Q3 2026.
  • Activest Wealth Management sold 259 Otis Worldwide shares in Q3 2026, an estimated $18.4K.
  • Otis Worldwide made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #892 holding.
  • Activest Wealth Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 8 quarters since.
  • Activest Wealth Management's Otis Worldwide position peaked at $22.8K in Q4 2025.
  • 664 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.