Evermay Wealth Management
OTIS icon

Evermay Wealth Management’s Otis Worldwide OTIS Stock Holding History

Evermay 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 		$52.9K Sell
822
-82
-9% -$5.83K 0.01% 352
2026
Q2 		$64.7K Buy
904
+82
+10% +$6.12K 0.01% 328
2026
Q1 		$63.4K Hold
822
– – 0.01% 297
2025
Q4 		$71.8K Hold
822
– – 0.01% 291
2025
Q3 		$75.2K Hold
822
– – 0.01% 293
2025
Q2 		$81.4K Hold
822
– – 0.01% 285
2025
Q1 		$84.8K Hold
822
– – 0.01% 279
2024
Q4 		$76.1K Hold
822
– – 0.01% 282
2024
Q3 		$85.4K Sell
822
-50
-6% -$4.76K 0.01% 283
2024
Q2 		$83.9K Hold
872
– – 0.01% 284
2024
Q1 		$86.6K Buy
872
+46
+6% +$4.25K 0.01% 293
2023
Q4 		$73.9K Buy
826
+4
+0.5% +$333 0.01% 287
2023
Q3 		$66K Hold
822
– – 0.01% 278
2023
Q2 		$73.2K Sell
822
-1
-0.1% -$84 0.01% 274
2023
Q1 		$69.5K Hold
823
– – 0.01% 272
2022
Q4 		$64.4K Sell
823
-450
-35% -$33.2K 0.01% 274
2022
Q3 		$81K Hold
1,273
– – 0.02% 237
2022
Q2 		$90K Hold
1,273
– – 0.02% 227
2022
Q1 		$98K Buy
1,273
+305
+32% +$24.4K 0.02% 254
2021
Q4 		$84K Hold
968
– – 0.02% 235
2021
Q3 		$80K Hold
968
– – 0.02% 231
2021
Q2 		$79K Buy
+968
New +$74.5K 0.01% 237

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Evermay Wealth Management reduced its Otis Worldwide (OTIS) stake by 9.1% in Q3 2026, selling an estimated $5.83K and leaving 822 shares worth $52.9K. The position accounts for 0.01% of the portfolio, ranked #352.

Evermay Wealth Management first reported a position in OTIS in Q2 2021 and has held it in 22 quarters since. The position peaked at $98K in Q1 2022. 737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Evermay Wealth Management held 822 shares of Otis Worldwide worth $52.9K as of Q3 2026.
  • Evermay Wealth Management sold 82 Otis Worldwide shares in Q3 2026, an estimated $5.83K.
  • Otis Worldwide made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #352 holding.
  • Evermay Wealth Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 22 quarters since.
  • Evermay Wealth Management's Otis Worldwide position peaked at $98K in Q1 2022.
  • 737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.