Arete Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Arete Wealth Advisors’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	$1.36M	Sell	21,080 -30	-0.1%	-$2.13K	0.09%	210
2026 Q2	$1.51M	Buy	21,110 +99	+0.5%	+$7.4K	0.1%	184
2026 Q1	$1.62M	Buy	21,011 +3	+0%	+$262	0.12%	173
2025 Q4	$1.84M	Buy	21,008 +585	+3%	+$52.3K	0.13%	173
2025 Q3	$1.87M	Sell	20,423 -105	-0.5%	-$9.5K	0.14%	160
2025 Q2	$2.03M	Buy	+20,528	New	+$1.98M	0.14%	144
2020 Q4	–	Sell	-4,463	Closed	-$282K	–	436
2020 Q3	$282K	Sell	4,463 -573	-11%	-$35K	0.04%	300
2020 Q2	$286K	Buy	+5,036	New	+$261K	0.05%	300

Other funds holding OTIS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Arete Wealth Advisors's OTIS Position: Q3 2026 in Review

Arete Wealth Advisors reduced its Otis Worldwide (OTIS) stake by 0.14% in Q3 2026, selling an estimated $2.13K and leaving 21,080 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #210.

Arete Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $2.03M in Q2 2025. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Arete Wealth Advisors held 21,080 shares of Otis Worldwide worth $1.36M as of Q3 2026.
Arete Wealth Advisors sold 30 Otis Worldwide shares in Q3 2026, an estimated $2.13K.
Otis Worldwide made up 0.09% of Arete Wealth Advisors's portfolio in Q3 2026, its #210 holding.
Arete Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
Arete Wealth Advisors's Otis Worldwide position peaked at $2.03M in Q2 2025.
1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.