DiNuzzo Private Wealth
OTIS icon

DiNuzzo Private Wealth’s Otis Worldwide OTIS Stock Holding History

DiNuzzo Private Wealth’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 		$1.29K Sell
20
-1
-5% -$71 ﹤0.01% 796
2026
Q2 		$1.5K Sell
21
-7
-25% -$523 ﹤0.01% 774
2026
Q1 		$2.16K Hold
28
– – ﹤0.01% 615
2025
Q4 		$2.45K Sell
28
-2
-7% -$179 ﹤0.01% 574
2025
Q3 		$2.59K Hold
30
– – ﹤0.01% 552
2025
Q2 		$2.97K Sell
30
-2
-6% -$193 ﹤0.01% 495
2025
Q1 		$3.3K Buy
32
+1
+3% +$98 ﹤0.01% 440
2024
Q4 		$2.87K Buy
31
+2
+7% +$201 ﹤0.01% 482
2024
Q3 		$3.02K Buy
29
+1
+4% +$95 ﹤0.01% 467
2024
Q2 		$2.7K Buy
28
+4
+17% +$385 ﹤0.01% 422
2024
Q1 		$2.38K Sell
24
-1
-4% -$92 ﹤0.01% 416
2023
Q4 		$2.24K Buy
+25
New +$2.08K ﹤0.01% 396

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DiNuzzo Private Wealth's OTIS Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Otis Worldwide (OTIS) stake by 4.8% in Q3 2026, selling an estimated $71 and leaving 20 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

DiNuzzo Private Wealth first reported a position in OTIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.3K in Q1 2025. 362 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • DiNuzzo Private Wealth held 20 shares of Otis Worldwide worth $1.29K as of Q3 2026.
  • DiNuzzo Private Wealth sold 1 Otis Worldwide share in Q3 2026, an estimated $71.
  • Otis Worldwide made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #796 holding.
  • DiNuzzo Private Wealth first reported a position in Otis Worldwide in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Otis Worldwide position peaked at $3.3K in Q1 2025.
  • 362 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.