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Bayforest Capital’s Otis Worldwide OTIS Stock Holding History

Bayforest Capital’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 		$40.3K Buy
+627
New +$44.6K 0.06% 559
2026
Q2 		– Sell
-1,712
Closed -$132K – 1140
2026
Q1 		$132K Buy
+1,712
New +$150K 0.15% 268

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bayforest Capital's OTIS Position: Q3 2026 in Review

Bayforest Capital opened a new position in Otis Worldwide (OTIS) in Q3 2026: 627 shares worth $40.3K. The stake represents 0.06% of the portfolio and ranks #559 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in OTIS as recently as Q1 2026.

Bayforest Capital first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $132K in Q1 2026. 617 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Bayforest Capital held 627 shares of Otis Worldwide worth $40.3K as of Q3 2026.
  • Otis Worldwide was a new Bayforest Capital position in Q3 2026.
  • Otis Worldwide made up 0.06% of Bayforest Capital's portfolio in Q3 2026, its #559 holding.
  • Bayforest Capital first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Bayforest Capital's Otis Worldwide position peaked at $132K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.