Fairman Group
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Fairman Group’s Otis Worldwide OTIS Stock Holding History

Fairman Group’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 		$257 Hold
4
– – ﹤0.01% 317
2026
Q2 		$286 Hold
4
– – ﹤0.01% 318
2026
Q1 		$308 Hold
4
– – ﹤0.01% 311
2025
Q4 		$349 Sell
4
-4
-50% -$358 ﹤0.01% 317
2025
Q3 		$731 Hold
8
– – ﹤0.01% 248
2025
Q2 		$792 Hold
8
– – ﹤0.01% 227
2025
Q1 		$741 Hold
8
– – ﹤0.01% 225
2024
Q4 		$741 Hold
8
– – ﹤0.01% 294
2024
Q3 		$832 Hold
8
– – ﹤0.01% 339
2024
Q2 		$770 Hold
8
– – ﹤0.01% 342
2024
Q1 		$794 Hold
8
– – ﹤0.01% 336
2023
Q4 		$716 Buy
+8
New +$665 ﹤0.01% 336

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
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fairman Group's OTIS Position: Q3 2026 in Review

Fairman Group held its Otis Worldwide (OTIS) position steady in Q3 2026 at 4 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Fairman Group first reported a position in OTIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $832 in Q3 2024. 522 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Fairman Group held 4 shares of Otis Worldwide worth $257 as of Q3 2026.
  • Fairman Group left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Fairman Group's portfolio in Q3 2026, its #317 holding.
  • Fairman Group first reported a position in Otis Worldwide in Q4 2023 and has held it in 12 quarters since.
  • Fairman Group's Otis Worldwide position peaked at $832 in Q3 2024.
  • 522 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.