AdviceOne Advisory Services’s Otis Worldwide OTIS Stock Holding History

AdviceOne Advisory Services’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	$9.02M	Buy	140,285 +38	+0%	+$2.7K	5.38%	3
2026 Q2	$10M	Sell	140,247 -36	-0%	-$2.69K	5.67%	3
2026 Q1	$10.8M	Sell	140,283 -200	-0.1%	-$17.5K	6.54%	3
2025 Q4	$12.3M	Sell	140,483 -1,688	-1%	-$151K	7.25%	2
2025 Q3	$13M	Sell	142,171 -878	-0.6%	-$79.7K	8.64%	3
2025 Q2	$14.2M	Buy	143,049 +927	+0.7%	+$89.5K	10.45%	3
2025 Q1	$14.7M	Sell	142,122 -1,072	-0.7%	-$105K	11.98%	3
2024 Q4	$13.3M	Buy	+143,194	New	+$14.4M	11.77%	3

Other funds holding OTIS

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

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

AdviceOne Advisory Services's OTIS Position: Q3 2026 in Review

AdviceOne Advisory Services increased its Otis Worldwide (OTIS) stake by 0.03% in Q3 2026, buying an estimated $2.7K and bringing the position to 140,285 shares worth $9.02M. The position accounts for 5.38% of the portfolio, ranked #3.

AdviceOne Advisory Services first reported a position in OTIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.7M in Q1 2025. 275 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

AdviceOne Advisory Services held 140,285 shares of Otis Worldwide worth $9.02M as of Q3 2026.
AdviceOne Advisory Services bought 38 Otis Worldwide shares in Q3 2026, an estimated $2.7K.
Otis Worldwide made up 5.38% of AdviceOne Advisory Services's portfolio in Q3 2026, its #3 holding.
AdviceOne Advisory Services first reported a position in Otis Worldwide in Q4 2024 and has held it in 8 quarters since.
AdviceOne Advisory Services's Otis Worldwide position peaked at $14.7M in Q1 2025.
275 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.