Ascent Wealth Partners
OTIS icon

Ascent Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Ascent Wealth Partners’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 		$656K Buy
10,201
+43
+0.4% +$3.06K 0.06% 144
2026
Q2 		$727K Buy
10,158
+397
+4% +$29.7K 0.07% 127
2026
Q1 		$752K Buy
9,761
+234
+2% +$20.5K 0.09% 126
2025
Q4 		$832K Buy
9,527
+15
+0.2% +$1.34K 0.1% 119
2025
Q3 		$870K Buy
+9,512
New +$863K 0.1% 119

Other funds holding OTIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Ascent Wealth Partners's OTIS Position: Q3 2026 in Review

Ascent Wealth Partners increased its Otis Worldwide (OTIS) stake by 0.42% in Q3 2026, buying an estimated $3.06K and bringing the position to 10,201 shares worth $656K. The position accounts for 0.06% of the portfolio, ranked #144.

Ascent Wealth Partners first reported a position in OTIS in Q3 2025 and has held it in 5 quarters since. The position peaked at $870K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Ascent Wealth Partners held 10,201 shares of Otis Worldwide worth $656K as of Q3 2026.
  • Ascent Wealth Partners bought 43 Otis Worldwide shares in Q3 2026, an estimated $3.06K.
  • Otis Worldwide made up 0.06% of Ascent Wealth Partners's portfolio in Q3 2026, its #144 holding.
  • Ascent Wealth Partners first reported a position in Otis Worldwide in Q3 2025 and has held it in 5 quarters since.
  • Ascent Wealth Partners's Otis Worldwide position peaked at $870K in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.