Aviso Financial’s Otis Worldwide OTIS Stock Holding History

Aviso Financial’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	$1.5M	Sell	23,351 -4,607	-16%	-$328K	0.05%	107
2026 Q2	$2M	Sell	27,958 -9,910	-26%	-$740K	0.07%	102
2026 Q1	$2.92M	Sell	37,868 -8,753	-19%	-$766K	0.1%	89
2025 Q4	$4.07M	Sell	46,621 -3,727	-7%	-$333K	0.15%	70
2025 Q3	$4.6M	Buy	50,348 +1,091	+2%	+$99K	0.19%	65
2025 Q2	$4.88M	Buy	49,257 +613	+1%	+$59.2K	0.22%	60
2025 Q1	$5.02M	Buy	48,644 +9,744	+25%	+$952K	0.25%	59
2024 Q4	$3.6M	Sell	38,900 -1,967	-5%	-$197K	0.18%	67
2024 Q3	$4.25M	Sell	40,867 -125	-0.3%	-$11.9K	0.21%	64
2024 Q2	$3.95M	Buy	+40,992	New	+$3.95M	0.22%	63

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

Aviso Financial's OTIS Position: Q3 2026 in Review

Aviso Financial reduced its Otis Worldwide (OTIS) stake by 16% in Q3 2026, selling an estimated $328K and leaving 23,351 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #107.

Aviso Financial first reported a position in OTIS in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.02M in Q1 2025. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Aviso Financial held 23,351 shares of Otis Worldwide worth $1.5M as of Q3 2026.
Aviso Financial sold 4,607 Otis Worldwide shares in Q3 2026, an estimated $328K.
Otis Worldwide made up 0.05% of Aviso Financial's portfolio in Q3 2026, its #107 holding.
Aviso Financial first reported a position in Otis Worldwide in Q2 2024 and has held it in 10 quarters since.
Aviso Financial's Otis Worldwide position peaked at $5.02M in Q1 2025.
1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.