Elevation Wealth Partners
OTIS icon

Elevation Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Elevation 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 		$44.1K Buy
686
+284
+71% +$20.2K 0.01% 430
2026
Q2 		$28.8K Buy
402
+382
+1,910% +$28.5K 0.01% 463
2026
Q1 		$1.54K Sell
20
-351
-95% -$30.7K ﹤0.01% 950
2025
Q4 		$32.4K Buy
+371
New +$33.2K 0.01% 290

Other funds holding OTIS

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
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Lazard Frères Gestion
Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

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

Elevation Wealth Partners increased its Otis Worldwide (OTIS) stake by 71% in Q3 2026, buying an estimated $20.2K and bringing the position to 686 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #430.

Elevation Wealth Partners first reported a position in OTIS in Q4 2025 and has held it in 4 quarters since. 571 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Elevation Wealth Partners held 686 shares of Otis Worldwide worth $44.1K as of Q3 2026.
  • Elevation Wealth Partners bought 284 Otis Worldwide shares in Q3 2026, an estimated $20.2K.
  • Otis Worldwide made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #430 holding.
  • Elevation Wealth Partners first reported a position in Otis Worldwide in Q4 2025 and has held it in 4 quarters since.
  • 571 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.