Core Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Core Wealth Partners’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	$300K	Hold	4,670	–	–	0.12%	135
2026 Q2	$334K	Hold	4,670	–	–	0.14%	128
2026 Q1	$360K	Hold	4,670	–	–	0.17%	112
2025 Q4	$408K	Hold	4,670	–	–	0.18%	105
2025 Q3	$427K	Buy	4,670 +100	+2%	+$9.08K	0.2%	103
2025 Q2	$453K	Hold	4,570	–	–	0.23%	91
2025 Q1	$472K	Hold	4,570	–	–	0.27%	87
2024 Q4	$423K	Hold	4,570	–	–	0.24%	90
2024 Q3	$475K	Hold	4,570	–	–	0.29%	78
2024 Q2	$440K	Hold	4,570	–	–	0.3%	72
2024 Q1	$454K	Hold	4,570	–	–	0.34%	61
2023 Q4	$409K	Hold	4,570	–	–	0.34%	62
2023 Q3	$367K	Buy	+4,570	New	+$391K	0.33%	61

Other funds holding OTIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Core Wealth Partners's OTIS Position: Q3 2026 in Review

Core Wealth Partners held its Otis Worldwide (OTIS) position steady in Q3 2026 at 4,670 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #135.

Core Wealth Partners first reported a position in OTIS in Q3 2023 and has held it in 13 quarters since. The position peaked at $475K in Q3 2024. 737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Core Wealth Partners held 4,670 shares of Otis Worldwide worth $300K as of Q3 2026.
Core Wealth Partners left its Otis Worldwide share count unchanged in Q3 2026.
Otis Worldwide made up 0.12% of Core Wealth Partners's portfolio in Q3 2026, its #135 holding.
Core Wealth Partners first reported a position in Otis Worldwide in Q3 2023 and has held it in 13 quarters since.
Core Wealth Partners's Otis Worldwide position peaked at $475K in Q3 2024.
737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.