Commonwealth Equity Services
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Commonwealth Equity Services’s Otis Worldwide OTIS Stock Holding History

Commonwealth Equity Services’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 		$5.94M Sell
92,402
-6,850
-7% -$487K 0.01% 1253
2026
Q2 		$7.11M Sell
99,252
-3,226
-3% -$241K 0.01% 1154
2026
Q1 		$7.9M Sell
102,478
-3,052
-3% -$267K 0.01% 1033
2025
Q4 		$9.22M Sell
105,530
-28,669
-21% -$2.56M 0.01% 934
2025
Q3 		$12.3M Sell
134,199
-10,872
-7% -$987K 0.02% 814
2025
Q2 		$14.4M Sell
145,071
-6,191
-4% -$598K 0.02% 711
2025
Q1 		$15.6M Buy
151,262
+2,164
+1% +$211K 0.02% 659
2024
Q4 		$13.8M Sell
149,098
-2,939
-2% -$295K 0.02% 675
2024
Q3 		$15.8M Sell
152,037
-2,523
-2% -$240K 0.02% 617
2024
Q2 		$14.9M Buy
154,560
+1,459
+1% +$141K 0.02% 622
2024
Q1 		$15.2M Buy
153,101
+1,749
+1% +$162K 0.03% 605
2023
Q4 		$13.5M Sell
151,352
-3,424
-2% -$285K 0.02% 597
2023
Q3 		$12.4M Buy
154,776
+733
+0.5% +$62.7K 0.03% 587
2023
Q2 		$13.7M Sell
154,043
-2,655
-2% -$224K 0.03% 561
2023
Q1 		$13.2M Sell
156,698
-1,497
-0.9% -$124K 0.03% 551
2022
Q4 		$12.4M Sell
158,195
-300
-0.2% -$22.1K 0.03% 549
2022
Q3 		$10.1M Buy
158,495
+9,142
+6% +$669K 0.03% 569
2022
Q2 		$10.6M Buy
149,353
+5,496
+4% +$405K 0.03% 557
2022
Q1 		$11.1M Buy
143,857
+1,840
+1% +$147K 0.03% 584
2021
Q4 		$12.4M Sell
142,017
-2,883
-2% -$241K 0.03% 527
2021
Q3 		$11.9M Sell
144,900
-4,395
-3% -$386K 0.03% 511
2021
Q2 		$12.2M Buy
149,295
+8,059
+6% +$620K 0.03% 498
2021
Q1 		$9.7M Sell
141,236
-7,350
-5% -$480K 0.03% 528
2020
Q4 		$10M Sell
148,586
-4,673
-3% -$303K 0.03% 474
2020
Q3 		$9.6M Sell
153,259
-6,424
-4% -$393K 0.03% 450
2020
Q2 		$9.08M Buy
+159,683
New +$8.27M 0.03% 429

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Commonwealth Equity Services's OTIS Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Otis Worldwide (OTIS) stake by 6.9% in Q3 2026, selling an estimated $487K and leaving 92,402 shares worth $5.94M. The position accounts for 0.01% of the portfolio, ranked #1253.

Commonwealth Equity Services first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $15.8M in Q3 2024. 737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Commonwealth Equity Services held 92,402 shares of Otis Worldwide worth $5.94M as of Q3 2026.
  • Commonwealth Equity Services sold 6,850 Otis Worldwide shares in Q3 2026, an estimated $487K.
  • Otis Worldwide made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1253 holding.
  • Commonwealth Equity Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • Commonwealth Equity Services's Otis Worldwide position peaked at $15.8M in Q3 2024.
  • 737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.