ELCO Management
OTIS icon

ELCO Management’s Otis Worldwide OTIS Stock Holding History

ELCO 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 		$384K Buy
5,976
+114
+2% +$8.11K 0.18% 110
2026
Q2 		$420K Buy
5,862
+446
+8% +$33.3K 0.18% 105
2026
Q1 		$417K Sell
5,416
-173
-3% -$15.1K 0.2% 96
2025
Q4 		$488K Sell
5,589
-120
-2% -$10.7K 0.31% 69
2025
Q3 		$522K Sell
5,709
-318
-5% -$28.9K 0.27% 75
2025
Q2 		$597K Sell
6,027
-202
-3% -$19.5K 0.31% 68
2025
Q1 		$643K Sell
6,229
-446
-7% -$43.6K 0.36% 67
2024
Q4 		$618K Hold
6,675
– – 0.32% 69
2024
Q3 		$694K Sell
6,675
-262
-4% -$25K 0.37% 65
2024
Q2 		$668K Hold
6,937
– – 0.39% 60
2024
Q1 		$689K Hold
6,937
– – 0.42% 55
2023
Q4 		$621K Buy
6,937
+14
+0.2% +$1.16K 0.41% 60
2023
Q3 		$556K Sell
6,923
-117
-2% -$10K 0.4% 60
2023
Q2 		$627K Sell
7,040
-615
-8% -$51.8K 0.45% 54
2023
Q1 		$646K Sell
7,655
-15
-0.2% -$1.24K 0.47% 53
2022
Q4 		$601K Buy
7,670
+36
+0.5% +$2.66K 0.45% 56
2022
Q3 		$487K Buy
7,634
+6
+0.1% +$439 0.39% 59
2022
Q2 		$539K Sell
7,628
-410
-5% -$30.2K 0.44% 51
2022
Q1 		$619K Hold
8,038
– – 0.42% 56
2021
Q4 		$700K Sell
8,038
-19
-0.2% -$1.59K 0.5% 51
2021
Q3 		$663K Buy
8,057
+724
+10% +$63.7K 0.51% 55
2021
Q2 		$600K Buy
7,333
+516
+8% +$39.7K 0.45% 63
2021
Q1 		$467K Buy
6,817
+525
+8% +$34.3K 0.42% 74
2020
Q4 		$425K Sell
6,292
-3,459
-35% -$224K 0.37% 83
2020
Q3 		$609K Buy
9,751
+2,325
+31% +$142K 0.5% 50
2020
Q2 		$422K Buy
+7,426
New +$385K 0.36% 72

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
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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

ELCO Management's OTIS Position: Q3 2026 in Review

ELCO Management increased its Otis Worldwide (OTIS) stake by 1.9% in Q3 2026, buying an estimated $8.11K and bringing the position to 5,976 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #110.

ELCO Management first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $700K in Q4 2021. 307 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • ELCO Management held 5,976 shares of Otis Worldwide worth $384K as of Q3 2026.
  • ELCO Management bought 114 Otis Worldwide shares in Q3 2026, an estimated $8.11K.
  • Otis Worldwide made up 0.18% of ELCO Management's portfolio in Q3 2026, its #110 holding.
  • ELCO Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • ELCO Management's Otis Worldwide position peaked at $700K in Q4 2021.
  • 307 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.