Fire Capital Management’s Otis Worldwide OTIS Stock Holding History

Fire Capital 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	$434K	Sell	6,746 -100	-1%	-$7.11K	0.11%	123
2026 Q2	$490K	Sell	6,846 -500	-7%	-$37.3K	0.2%	87
2026 Q1	$566K	Hold	7,346	–	–	0.27%	77
2025 Q4	$642K	Hold	7,346	–	–	0.32%	73
2025 Q3	$672K	Hold	7,346	–	–	0.39%	65
2025 Q2	$727K	Hold	7,346	–	–	0.46%	59
2025 Q1	$758K	Hold	7,346	–	–	0.56%	50
2024 Q4	$680K	Buy	+7,346	New	+$737K	0.51%	50

Other funds holding OTIS

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

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

Fire Capital Management's OTIS Position: Q3 2026 in Review

Fire Capital Management reduced its Otis Worldwide (OTIS) stake by 1.5% in Q3 2026, selling an estimated $7.11K and leaving 6,746 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #123.

Fire Capital Management first reported a position in OTIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $758K in Q1 2025. 522 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Fire Capital Management held 6,746 shares of Otis Worldwide worth $434K as of Q3 2026.
Fire Capital Management sold 100 Otis Worldwide shares in Q3 2026, an estimated $7.11K.
Otis Worldwide made up 0.11% of Fire Capital Management's portfolio in Q3 2026, its #123 holding.
Fire Capital Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 8 quarters since.
Fire Capital Management's Otis Worldwide position peaked at $758K in Q1 2025.
522 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Fire Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.