Darwin Wealth Management’s Otis Worldwide OTIS Stock Holding History

Darwin Wealth Management’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	$51.1K	Buy	+794	New	+$56.5K	0.01%	312

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

Darwin Wealth Management's OTIS Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Otis Worldwide (OTIS) in Q3 2026: 794 shares worth $51.1K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings.

737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Darwin Wealth Management held 794 shares of Otis Worldwide worth $51.1K as of Q3 2026.
Otis Worldwide was a new Darwin Wealth Management position in Q3 2026.
Otis Worldwide made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #312 holding.
737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.