AlphaCore Capital’s Otis Worldwide OTIS Stock Holding History

AlphaCore Capital’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	$374K	Sell	5,810 -765	-12%	-$54.4K	0.01%	976
2026 Q2	$471K	Buy	6,575 +3,783	+135%	+$283K	0.01%	713
2026 Q1	$215K	Sell	2,792 -2,479	-47%	-$217K	0.01%	823
2025 Q4	$460K	Buy	5,271 +2,537	+93%	+$227K	0.01%	634
2025 Q3	$250K	Buy	2,734 +90	+3%	+$8.17K	0.01%	637
2025 Q2	$262K	Buy	+2,644	New	+$255K	0.01%	512

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 20.88% 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

AlphaCore Capital's OTIS Position: Q3 2026 in Review

AlphaCore Capital reduced its Otis Worldwide (OTIS) stake by 12% in Q3 2026, selling an estimated $54.4K and leaving 5,810 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #976.

AlphaCore Capital first reported a position in OTIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $471K in Q2 2026. 613 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

AlphaCore Capital held 5,810 shares of Otis Worldwide worth $374K as of Q3 2026.
AlphaCore Capital sold 765 Otis Worldwide shares in Q3 2026, an estimated $54.4K.
Otis Worldwide made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #976 holding.
AlphaCore Capital first reported a position in Otis Worldwide in Q2 2025 and has held it in 6 quarters since.
AlphaCore Capital's Otis Worldwide position peaked at $471K in Q2 2026.
613 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.