Aspect Partners’s Otis Worldwide OTIS Stock Holding History

Aspect 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	$1.8K	Sell	28 -1	-3%	-$71	﹤0.01%	529
2026 Q2	$2.08K	Sell	29 -18	-38%	-$1.34K	﹤0.01%	508
2026 Q1	$3.62K	Hold	47	–	–	﹤0.01%	408
2025 Q4	$4.1K	Buy	47 +8	+21%	+$716	﹤0.01%	412
2025 Q3	$3.57K	Buy	39 +14	+56%	+$1.27K	﹤0.01%	457
2025 Q2	$2.48K	Buy	25 +5	+25%	+$483	﹤0.01%	453
2025 Q1	$2.06K	Hold	20	–	–	﹤0.01%	448
2024 Q4	$1.85K	Hold	20	–	–	﹤0.01%	483
2024 Q3	$2.08K	Sell	20 -3	-13%	-$286	﹤0.01%	441
2024 Q2	$2.21K	Hold	23	–	–	﹤0.01%	452
2024 Q1	$2.28K	Buy	23 +3	+15%	+$277	﹤0.01%	439
2023 Q4	$1.79K	Buy	+20	New	+$1.66K	﹤0.01%	447

Other funds holding OTIS

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

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Aspect Partners's OTIS Position: Q3 2026 in Review

Aspect Partners reduced its Otis Worldwide (OTIS) stake by 3.4% in Q3 2026, selling an estimated $71 and leaving 28 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Aspect Partners first reported a position in OTIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.1K in Q4 2025. 275 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Aspect Partners held 28 shares of Otis Worldwide worth $1.8K as of Q3 2026.
Aspect Partners sold 1 Otis Worldwide share in Q3 2026, an estimated $71.
Otis Worldwide made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #529 holding.
Aspect Partners first reported a position in Otis Worldwide in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Otis Worldwide position peaked at $4.1K in Q4 2025.
275 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.