Birchbrook
OTIS icon

Birchbrook’s Otis Worldwide OTIS Stock Holding History

Birchbrook’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 		$13.6K Hold
212
– – 0.01% 187
2026
Q2 		$15.2K Hold
212
– – 0.01% 187
2026
Q1 		$16.3K Hold
212
– – 0.01% 174
2025
Q4 		$18.5K Hold
212
– – 0.01% 176
2025
Q3 		$19.4K Hold
212
– – 0.01% 163
2025
Q2 		$21K Hold
212
– – 0.01% 159
2025
Q1 		$21.9K Hold
212
– – 0.01% 152
2024
Q4 		$19.6K Hold
212
– – 0.01% 167
2024
Q3 		$22K Hold
212
– – 0.01% 151
2024
Q2 		$20.4K Hold
212
– – 0.01% 161
2024
Q1 		$21K Hold
212
– – 0.01% 164
2023
Q4 		$19K Buy
+212
New +$17.6K 0.01% 170

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

Birchbrook's OTIS Position: Q3 2026 in Review

Birchbrook held its Otis Worldwide (OTIS) position steady in Q3 2026 at 212 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #187.

Birchbrook first reported a position in OTIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $22K in Q3 2024. 422 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Birchbrook held 212 shares of Otis Worldwide worth $13.6K as of Q3 2026.
  • Birchbrook left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up 0.01% of Birchbrook's portfolio in Q3 2026, its #187 holding.
  • Birchbrook first reported a position in Otis Worldwide in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Otis Worldwide position peaked at $22K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.