FFA
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Farther Finance Advisors’s Otis Worldwide OTIS Stock Holding History

Farther Finance Advisors’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 		$540K Buy
8,402
+2,622
+45% +$187K ﹤0.01% 1527
2026
Q2 		$414K Sell
5,780
-17
-0.3% -$1.27K ﹤0.01% 1693
2026
Q1 		$449K Sell
5,797
-711
-11% -$62.2K ﹤0.01% 1481
2025
Q4 		$569K Buy
6,508
+3,569
+121% +$319K 0.01% 1220
2025
Q3 		$269K Sell
2,939
-57
-2% -$5.17K ﹤0.01% 1445
2025
Q2 		$297K Buy
2,996
+151
+5% +$14.6K 0.01% 1204
2025
Q1 		$296K Buy
2,845
+1,466
+106% +$143K 0.01% 1040
2024
Q4 		$128K Sell
1,379
-240
-15% -$24.1K ﹤0.01% 1206
2024
Q3 		$168K Buy
1,619
+64
+4% +$6.1K 0.01% 1066
2024
Q2 		$148K Buy
1,555
+446
+40% +$43K 0.01% 968
2024
Q1 		$109K Sell
1,109
-912
-45% -$84.3K 0.01% 922
2023
Q4 		$181K Buy
2,021
+442
+28% +$36.8K 0.01% 579
2023
Q3 		$127K Buy
1,579
+1,172
+288% +$100K 0.02% 488
2023
Q2 		$36.2K Buy
407
+38
+10% +$3.2K 0.01% 773
2023
Q1 		$31.1K Buy
369
+247
+202% +$20.4K 0.01% 758
2022
Q4 		$9.55K Buy
+122
New +$9.01K ﹤0.01% 959

Other funds holding OTIS

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
BSC
Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Farther Finance Advisors's OTIS Position: Q3 2026 in Review

Farther Finance Advisors increased its Otis Worldwide (OTIS) stake by 45% in Q3 2026, buying an estimated $187K and bringing the position to 8,402 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Farther Finance Advisors first reported a position in OTIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $569K in Q4 2025. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Farther Finance Advisors held 8,402 shares of Otis Worldwide worth $540K as of Q3 2026.
  • Farther Finance Advisors bought 2,622 Otis Worldwide shares in Q3 2026, an estimated $187K.
  • Otis Worldwide made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1527 holding.
  • Farther Finance Advisors first reported a position in Otis Worldwide in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Otis Worldwide position peaked at $569K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.