Ameritas Advisory Services’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$124K Buy
1,931
+360
+23% +$25.6K ﹤0.01% 1149
2026
Q2
$112K Buy
+1,571
New +$117K ﹤0.01% 1155
2025
Q4
– Sell
-318
Closed -$29.1K – 1751
2025
Q3
$29.1K Sell
318
-439
-58% -$39.9K ﹤0.01% 1297
2025
Q2
$74.9K Buy
+757
New +$73.1K ﹤0.01% 1116
2023
Q2
– Sell
-918
Closed -$76.8K – 1922
2023
Q1
$76.8K Buy
+918
New +$76K ﹤0.01% 1101

Other funds holding OTIS

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

Ameritas Advisory Services increased its Otis Worldwide (OTIS) stake by 23% in Q3 2026, buying an estimated $25.6K and bringing the position to 1,931 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Ameritas Advisory Services first reported a position in OTIS in Q1 2023 and has held it in 5 quarters since. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Ameritas Advisory Services held 1,931 shares of Otis Worldwide worth $124K as of Q3 2026.
  • Ameritas Advisory Services bought 360 Otis Worldwide shares in Q3 2026, an estimated $25.6K.
  • Otis Worldwide made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q3 2026, its #1149 holding.
  • Ameritas Advisory Services first reported a position in Otis Worldwide in Q1 2023 and has held it in 5 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.