Armstrong Advisory Group
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Armstrong Advisory Group’s Otis Worldwide OTIS Stock Holding History

Armstrong Advisory Group’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 		$7.14K Hold
111
– – ﹤0.01% 757
2026
Q2 		$7.95K Sell
111
-27
-20% -$2.02K ﹤0.01% 742
2026
Q1 		$10.6K Hold
138
– – ﹤0.01% 677
2025
Q4 		$12.1K Hold
138
– – ﹤0.01% 647
2025
Q3 		$12.6K Hold
138
– – ﹤0.01% 638
2025
Q2 		$13.7K Sell
138
-117
-46% -$11.3K ﹤0.01% 603
2025
Q1 		$23.6K Hold
255
– – ﹤0.01% 486
2024
Q4 		$23.6K Buy
255
+54
+27% +$5.42K ﹤0.01% 486
2024
Q3 		$20.9K Hold
201
– – ﹤0.01% 504
2024
Q2 		$19.3K Sell
201
-46
-19% -$4.43K ﹤0.01% 502
2024
Q1 		$22.1K Hold
247
– – ﹤0.01% 466
2023
Q4 		$22.1K Hold
247
– – ﹤0.01% 466
2023
Q3 		$19.8K Hold
247
– – ﹤0.01% 494
2023
Q2 		$22K Hold
247
– – ﹤0.01% 482
2023
Q1 		$20.8K Hold
247
– – ﹤0.01% 468
2022
Q4 		$19.3K Buy
+247
New +$18.2K ﹤0.01% 497

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Armstrong Advisory Group's OTIS Position: Q3 2026 in Review

Armstrong Advisory Group held its Otis Worldwide (OTIS) position steady in Q3 2026 at 111 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Armstrong Advisory Group first reported a position in OTIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $23.6K in Q1 2025. 302 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Armstrong Advisory Group held 111 shares of Otis Worldwide worth $7.14K as of Q3 2026.
  • Armstrong Advisory Group left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #757 holding.
  • Armstrong Advisory Group first reported a position in Otis Worldwide in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Otis Worldwide position peaked at $23.6K in Q1 2025.
  • 302 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.