Caldwell Trust
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Caldwell Trust’s Otis Worldwide OTIS Stock Holding History

Caldwell Trust’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 		$139K Sell
2,166
-403
-16% -$28.7K 0.01% 367
2026
Q2 		$184K Sell
2,569
-205
-7% -$15.3K 0.01% 340
2026
Q1 		$214K Sell
2,774
-59
-2% -$5.16K 0.02% 328
2025
Q4 		$247K Sell
2,833
-1,200
-30% -$107K 0.02% 298
2025
Q3 		$369K Buy
4,033
+100
+3% +$9.08K 0.03% 254
2025
Q2 		$389K Buy
3,933
+989
+34% +$95.5K 0.04% 241
2025
Q1 		$304K Sell
2,944
-1,255
-30% -$123K 0.03% 264
2024
Q4 		$389K Sell
4,199
-138
-3% -$13.8K 0.04% 235
2024
Q3 		$451K Sell
4,337
-75
-2% -$7.15K 0.05% 231
2024
Q2 		$425K Sell
4,412
-315
-7% -$30.4K 0.05% 231
2024
Q1 		$469K Sell
4,727
-153
-3% -$14.1K 0.05% 228
2023
Q4 		$437K Hold
4,880
– – 0.06% 221
2023
Q3 		$392K Sell
4,880
-162
-3% -$13.9K 0.05% 220
2023
Q2 		$449K Sell
5,042
-65
-1% -$5.48K 0.06% 211
2023
Q1 		$431K Sell
5,107
-1,290
-20% -$107K 0.06% 207
2022
Q4 		$501K Sell
6,397
-64
-1% -$4.72K 0.07% 194
2022
Q3 		$412K Sell
6,461
-17
-0.3% -$1.24K 0.06% 203
2022
Q2 		$458K Sell
6,478
-612
-9% -$45.1K 0.06% 199
2022
Q1 		$546K Sell
7,090
-358
-5% -$28.6K 0.07% 194
2021
Q4 		$648K Sell
7,448
-20
-0.3% -$1.67K 0.07% 182
2021
Q3 		$614K Sell
7,468
-705
-9% -$62K 0.08% 179
2021
Q2 		$668K Buy
8,173
+718
+10% +$55.3K 0.09% 168
2021
Q1 		$510K Sell
7,455
-381
-5% -$24.9K 0.07% 182
2020
Q4 		$529K Sell
7,836
-689
-8% -$44.7K 0.08% 169
2020
Q3 		$532K Sell
8,525
-4,472
-34% -$274K 0.09% 157
2020
Q2 		$739K Buy
+12,997
New +$673K 0.12% 129

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
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 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

Caldwell Trust's OTIS Position: Q3 2026 in Review

Caldwell Trust reduced its Otis Worldwide (OTIS) stake by 16% in Q3 2026, selling an estimated $28.7K and leaving 2,166 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #367.

Caldwell Trust first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $739K in Q2 2020. 664 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Caldwell Trust held 2,166 shares of Otis Worldwide worth $139K as of Q3 2026.
  • Caldwell Trust sold 403 Otis Worldwide shares in Q3 2026, an estimated $28.7K.
  • Otis Worldwide made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #367 holding.
  • Caldwell Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • Caldwell Trust's Otis Worldwide position peaked at $739K in Q2 2020.
  • 664 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.