Baker Tilly Wealth Management’s Otis Worldwide OTIS Stock Holding History

Baker Tilly Wealth Management’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	$838K	Buy	13,027 +1,723	+15%	+$123K	0.16%	109
2026 Q2	$809K	Buy	11,304 +6,434	+132%	+$481K	0.17%	116
2026 Q1	$375K	Buy	+4,870	New	+$426K	0.09%	189
2022 Q4	–	Sell	-4,741	Closed	-$302K	–	557
2022 Q3	$302K	Sell	4,741 -32	-0.7%	-$2.34K	0.04%	411
2022 Q2	$337K	Buy	4,773 +315	+7%	+$23.2K	0.04%	392
2022 Q1	$343K	Buy	4,458 +645	+17%	+$51.6K	0.04%	413
2021 Q4	$332K	Sell	3,813 -30	-0.8%	-$2.51K	0.04%	417
2021 Q3	$316K	Buy	3,843 +734	+24%	+$64.5K	0.04%	410
2021 Q2	$254K	Buy	+3,109	New	+$239K	0.04%	432

Other funds holding OTIS

State Street Boston, Massachusetts $3.44T AUM 36.12% 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

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

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Baker Tilly Wealth Management's OTIS Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Otis Worldwide (OTIS) stake by 15% in Q3 2026, buying an estimated $123K and bringing the position to 13,027 shares worth $838K. The position accounts for 0.16% of the portfolio, ranked #109.

Baker Tilly Wealth Management first reported a position in OTIS in Q2 2021 and has held it in 9 quarters since. 869 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Baker Tilly Wealth Management held 13,027 shares of Otis Worldwide worth $838K as of Q3 2026.
Baker Tilly Wealth Management bought 1,723 Otis Worldwide shares in Q3 2026, an estimated $123K.
Otis Worldwide made up 0.16% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #109 holding.
Baker Tilly Wealth Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 9 quarters since.
869 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.