Ares Financial Consulting
OTIS icon

Ares Financial Consulting’s Otis Worldwide OTIS Stock Holding History

Ares Financial Consulting’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 		$107K Hold
1,658
– – 0.07% 141
2026
Q2 		$119K Sell
1,658
-55
-3% -$4.11K 0.09% 132
2026
Q1 		$133K Buy
1,713
+80
+5% +$7K 0.1% 104
2025
Q4 		$143K Buy
+1,633
New +$146K 0.14% 88

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Ares Financial Consulting's OTIS Position: Q3 2026 in Review

Ares Financial Consulting held its Otis Worldwide (OTIS) position steady in Q3 2026 at 1,658 shares worth $107K. The position accounts for 0.07% of the portfolio, ranked #141.

Ares Financial Consulting first reported a position in OTIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $143K in Q4 2025. 737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Ares Financial Consulting held 1,658 shares of Otis Worldwide worth $107K as of Q3 2026.
  • Ares Financial Consulting left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up 0.07% of Ares Financial Consulting's portfolio in Q3 2026, its #141 holding.
  • Ares Financial Consulting first reported a position in Otis Worldwide in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Otis Worldwide position peaked at $143K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.