Ashton Thomas Securities’s Otis Worldwide OTIS Stock Holding History

Ashton Thomas Securities’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	$1.61M	Sell	24,971 -2,118	-8%	-$151K	0.17%	126
2026 Q2	$1.94M	Sell	27,089 -7,683	-22%	-$574K	0.29%	81
2026 Q1	$2.68M	Buy	34,772 +8,310	+31%	+$727K	0.34%	77
2025 Q4	$2.32M	Buy	26,462 +7,216	+37%	+$646K	0.44%	56
2025 Q3	$1.76M	Buy	+19,246	New	+$1.75M	0.25%	105
2024 Q4	–	Sell	-281	Closed	-$29.2K	–	947
2024 Q3	$29.2K	Buy	+281	New	+$26.8K	0.01%	538

Other funds holding OTIS

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Ashton Thomas Securities's OTIS Position: Q3 2026 in Review

Ashton Thomas Securities reduced its Otis Worldwide (OTIS) stake by 7.8% in Q3 2026, selling an estimated $151K and leaving 24,971 shares worth $1.61M. The position accounts for 0.17% of the portfolio, ranked #126.

Ashton Thomas Securities first reported a position in OTIS in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.68M in Q1 2026. 737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Ashton Thomas Securities held 24,971 shares of Otis Worldwide worth $1.61M as of Q3 2026.
Ashton Thomas Securities sold 2,118 Otis Worldwide shares in Q3 2026, an estimated $151K.
Otis Worldwide made up 0.17% of Ashton Thomas Securities's portfolio in Q3 2026, its #126 holding.
Ashton Thomas Securities first reported a position in Otis Worldwide in Q3 2024 and has held it in 6 quarters since.
Ashton Thomas Securities's Otis Worldwide position peaked at $2.68M in Q1 2026.
737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.