Baldwin Wealth Partners
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Baldwin Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Baldwin 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 		– Sell
-98,210
Closed -$7.03M – 243
2026
Q2 		$7.03M Sell
98,210
-1,952
-2% -$146K 0.46% 52
2026
Q1 		$7.72M Sell
100,162
-8,238
-8% -$721K 0.56% 40
2025
Q4 		$9.47M Sell
108,400
-6,578
-6% -$588K 0.61% 42
2025
Q3 		$10.5M Sell
114,978
-2,334
-2% -$212K 0.68% 40
2025
Q2 		$11.6M Buy
+117,312
New +$11.3M 0.79% 40
2024
Q4 		– Sell
-834
Closed -$86.7K – 773
2024
Q3 		$86.7K Buy
834
+259
+45% +$24.7K 0.01% 433
2024
Q2 		$55.4K Sell
575
-250
-30% -$24.1K ﹤0.01% 331
2024
Q1 		$81.9K Sell
825
-175
-18% -$16.2K 0.01% 296
2023
Q4 		$89.5K Hold
1,000
– – 0.01% 293
2023
Q3 		$80.3K Sell
1,000
-330
-25% -$28.2K 0.01% 324
2023
Q2 		$118K Hold
1,330
– – 0.01% 296
2023
Q1 		$112K Hold
1,330
– – 0.01% 309
2022
Q4 		$104K Buy
1,330
+1,080
+432% +$79.7K 0.01% 314
2022
Q3 		$16K Hold
250
– – ﹤0.01% 463
2022
Q2 		$18K Sell
250
-80
-24% -$5.89K ﹤0.01% 484
2022
Q1 		$25K Sell
330
-27
-8% -$2.16K ﹤0.01% 454
2021
Q4 		$31K Hold
357
– – ﹤0.01% 406
2021
Q3 		$30K Hold
357
– – ﹤0.01% 408
2021
Q2 		$29K Hold
357
– – ﹤0.01% 426
2021
Q1 		$24K Buy
357
+7
+2% +$458 ﹤0.01% 436
2020
Q4 		$24K Hold
350
– – ﹤0.01% 390
2020
Q3 		$22K Sell
350
-1,929
-85% -$118K ﹤0.01% 378
2020
Q2 		$129K Buy
+2,279
New +$118K 0.02% 192

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Otis Worldwide (OTIS) in Q3 2026, closing a stake of 98,210 shares — an estimated $7.03M sold.

Baldwin Wealth Partners first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $11.6M in Q2 2025. 422 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Baldwin Wealth Partners reported no remaining Otis Worldwide position as of Q3 2026 after selling out during the quarter.
  • Baldwin Wealth Partners sold 98,210 Otis Worldwide shares in Q3 2026, an estimated $7.03M.
  • Baldwin Wealth Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
  • Baldwin Wealth Partners's Otis Worldwide position peaked at $11.6M in Q2 2025.
  • 422 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

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