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Coastline Trust’s Otis Worldwide OTIS Stock Holding History

Coastline 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 		$2.57K Sell
40
-50
-56% -$3.56K ﹤0.01% 339
2026
Q2 		$6.44K Sell
90
-52
-37% -$3.88K ﹤0.01% 382
2026
Q1 		$10.9K Buy
142
+52
+58% +$4.55K ﹤0.01% 356
2025
Q4 		$7.86K Hold
90
– – ﹤0.01% 364
2025
Q3 		$8.23K Hold
90
– – ﹤0.01% 354
2025
Q2 		$8.91K Hold
90
– – ﹤0.01% 351
2025
Q1 		$9.29K Sell
90
-7
-7% -$684 ﹤0.01% 348
2024
Q4 		$8.98K Buy
97
+7
+8% +$702 ﹤0.01% 363
2024
Q3 		$9.36K Buy
+90
New +$8.57K ﹤0.01% 387
2021
Q2 		– Sell
-6,018
Closed -$411K – 324
2021
Q1 		$411K Sell
6,018
-590
-9% -$38.6K 0.05% 251
2020
Q4 		$446K Buy
6,608
+1,130
+21% +$73.3K 0.06% 245
2020
Q3 		$342K Sell
5,478
-134
-2% -$8.2K 0.05% 260
2020
Q2 		$319K Buy
+5,612
New +$291K 0.05% 262

Other funds holding OTIS

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Coastline Trust's OTIS Position: Q3 2026 in Review

Coastline Trust reduced its Otis Worldwide (OTIS) stake by 56% in Q3 2026, selling an estimated $3.56K and leaving 40 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Coastline Trust first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $446K in Q4 2020. 8 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Coastline Trust held 40 shares of Otis Worldwide worth $2.57K as of Q3 2026.
  • Coastline Trust sold 50 Otis Worldwide shares in Q3 2026, an estimated $3.56K.
  • Otis Worldwide made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #339 holding.
  • Coastline Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
  • Coastline Trust's Otis Worldwide position peaked at $446K in Q4 2020.
  • 8 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.