BAM
OTIS icon

Bell Asset Management’s Otis Worldwide OTIS Stock Holding History

Bell Asset 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 		– Sell
-57,439
Closed -$4.11M – 71
2026
Q2 		$4.11M Buy
+57,439
New +$4.29M 1.1% 29

Other funds holding OTIS

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
BSC
Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Bell Asset Management's OTIS Position: Q3 2026 in Review

Bell Asset Management sold out of Otis Worldwide (OTIS) in Q3 2026, closing a stake of 57,439 shares — an estimated $4.11M sold.

Bell Asset Management first reported a position in OTIS in Q2 2026 and held it in 1 quarter. The position peaked at $4.11M in Q2 2026. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Bell Asset Management reported no remaining Otis Worldwide position as of Q3 2026 after selling out during the quarter.
  • Bell Asset Management sold 57,439 Otis Worldwide shares in Q3 2026, an estimated $4.11M.
  • Bell Asset Management first reported a position in Otis Worldwide in Q2 2026 and held it in 1 quarter.
  • Bell Asset Management's Otis Worldwide position peaked at $4.11M in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Bell Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.