ET
OTIS icon

Equitable Trust’s Otis Worldwide OTIS Stock Holding History

Equitable Trust’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 		$871K Sell
13,536
-17,608
-57% -$1.25M 0.04% 246
2026
Q2 		$2.23M Sell
31,144
-5,951
-16% -$445K 0.09% 155
2026
Q1 		$2.86M Sell
37,095
-70,193
-65% -$6.14M 0.13% 131
2025
Q4 		$9.37M Sell
107,288
-33,020
-24% -$2.95M 0.42% 50
2025
Q3 		$12.8M Sell
140,308
-24,826
-15% -$2.25M 0.59% 37
2025
Q2 		$16.4M Sell
165,134
-17,648
-10% -$1.7M 0.81% 31
2025
Q1 		$18.9M Sell
182,782
-16,871
-8% -$1.65M 1.04% 21
2024
Q4 		$18.5M Sell
199,653
-24,093
-11% -$2.42M 1.03% 21
2024
Q3 		$23.3M Sell
223,746
-14,043
-6% -$1.34M 1.49% 12
2024
Q2 		$22.9M Sell
237,789
-6,531
-3% -$629K 1.57% 11
2024
Q1 		$24.3M Sell
244,320
-2,168
-0.9% -$200K 1.68% 13
2023
Q4 		$22.1M Sell
246,488
-5,199
-2% -$432K 1.66% 14
2023
Q3 		$20.2M Buy
251,687
+151
+0.1% +$12.9K 1.67% 14
2023
Q2 		$22.4M Buy
251,536
+2,129
+0.9% +$179K 1.71% 13
2023
Q1 		$21M Sell
249,407
-10,168
-4% -$841K 1.66% 13
2022
Q4 		$20.3M Buy
259,575
+77,696
+43% +$5.74M 1.6% 14
2022
Q3 		$11.6M Buy
181,879
+69,852
+62% +$5.11M 0.97% 23
2022
Q2 		$7.92M Buy
+112,027
New +$8.25M 0.59% 39

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Equitable Trust's OTIS Position: Q3 2026 in Review

Equitable Trust reduced its Otis Worldwide (OTIS) stake by 57% in Q3 2026, selling an estimated $1.25M and leaving 13,536 shares worth $871K. The position accounts for 0.04% of the portfolio, ranked #246.

Equitable Trust first reported a position in OTIS in Q2 2022 and has held it in 18 quarters since. The position peaked at $24.3M in Q1 2024. 173 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Equitable Trust held 13,536 shares of Otis Worldwide worth $871K as of Q3 2026.
  • Equitable Trust sold 17,608 Otis Worldwide shares in Q3 2026, an estimated $1.25M.
  • Otis Worldwide made up 0.04% of Equitable Trust's portfolio in Q3 2026, its #246 holding.
  • Equitable Trust first reported a position in Otis Worldwide in Q2 2022 and has held it in 18 quarters since.
  • Equitable Trust's Otis Worldwide position peaked at $24.3M in Q1 2024.
  • 173 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.