Brown Shipley & Co
OTIS icon

Brown Shipley & Co’s Otis Worldwide OTIS Stock Holding History

Brown Shipley & Co’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 		$743K Sell
11,548
-19,037
-62% -$1.35M 0.36% 31
2026
Q2 		$2.19M Buy
30,585
+1,278
+4% +$95.5K 1.13% 25
2026
Q1 		$2.26M Sell
29,307
-705
-2% -$61.7K 1.36% 20
2025
Q4 		$2.62M Sell
30,012
-1,833
-6% -$164K 1.4% 19
2025
Q3 		$2.91M Sell
31,845
-11,698
-27% -$1.06M 1.54% 18
2025
Q2 		$4.31M Sell
43,543
-645
-1% -$62.3K 2.37% 13
2025
Q1 		$4.56M Sell
44,188
-1,207
-3% -$118K 2.58% 13
2024
Q4 		$4.2M Sell
45,395
-2,409
-5% -$242K 2.09% 15
2024
Q3 		$4.97M Sell
47,804
-1,683
-3% -$160K 2.44% 15
2024
Q2 		$4.76M Buy
49,487
+958
+2% +$92.3K 2.14% 15
2024
Q1 		$4.78M Buy
48,529
+5,259
+12% +$486K 1.5% 20
2023
Q4 		$3.87M Buy
43,270
+3,922
+10% +$326K 1.92% 20
2023
Q3 		$3.16M Buy
39,348
+4,853
+14% +$415K 1.74% 21
2023
Q2 		$3.07M Buy
34,495
+3,978
+13% +$335K 1.26% 24
2023
Q1 		$2.58M Buy
+30,517
New +$2.53M 1.66% 23

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

Brown Shipley & Co's OTIS Position: Q3 2026 in Review

Brown Shipley & Co reduced its Otis Worldwide (OTIS) stake by 62% in Q3 2026, selling an estimated $1.35M and leaving 11,548 shares worth $743K. The position accounts for 0.36% of the portfolio, ranked #31.

Brown Shipley & Co first reported a position in OTIS in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.97M in Q3 2024. 613 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Brown Shipley & Co held 11,548 shares of Otis Worldwide worth $743K as of Q3 2026.
  • Brown Shipley & Co sold 19,037 Otis Worldwide shares in Q3 2026, an estimated $1.35M.
  • Otis Worldwide made up 0.36% of Brown Shipley & Co's portfolio in Q3 2026, its #31 holding.
  • Brown Shipley & Co first reported a position in Otis Worldwide in Q1 2023 and has held it in 15 quarters since.
  • Brown Shipley & Co's Otis Worldwide position peaked at $4.97M in Q3 2024.
  • 613 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Brown Shipley & Co's 13F filing for Q3 2026, filed 9 Oct 2026.