GI
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GAMMA Investing’s Otis Worldwide OTIS Stock Holding History

GAMMA Investing’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 		$612K Buy
9,511
+4,129
+77% +$294K 0.02% 605
2026
Q2 		$385K Sell
5,382
-1,844
-26% -$138K 0.01% 795
2026
Q1 		$557K Buy
7,226
+800
+12% +$70K 0.03% 535
2025
Q4 		$561K Buy
6,426
+113
+2% +$10.1K 0.03% 492
2025
Q3 		$577K Sell
6,313
-1,377
-18% -$125K 0.03% 461
2025
Q2 		$761K Sell
7,690
-263
-3% -$25.4K 0.05% 345
2025
Q1 		$821K Buy
7,953
+1,260
+19% +$123K 0.06% 280
2024
Q4 		$620K Buy
6,693
+1,303
+24% +$131K 0.05% 307
2024
Q3 		$560K Sell
5,390
-25
-0.5% -$2.38K 0.06% 306
2024
Q2 		$521K Buy
5,415
+2,720
+101% +$262K 0.07% 255
2024
Q1 		$268K Buy
2,695
+629
+30% +$58.1K 0.05% 318
2023
Q4 		$183K Buy
+2,066
New +$172K 0.05% 330

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

GAMMA Investing's OTIS Position: Q3 2026 in Review

GAMMA Investing increased its Otis Worldwide (OTIS) stake by 77% in Q3 2026, buying an estimated $294K and bringing the position to 9,511 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #605.

GAMMA Investing first reported a position in OTIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $821K in Q1 2025. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • GAMMA Investing held 9,511 shares of Otis Worldwide worth $612K as of Q3 2026.
  • GAMMA Investing bought 4,129 Otis Worldwide shares in Q3 2026, an estimated $294K.
  • Otis Worldwide made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #605 holding.
  • GAMMA Investing first reported a position in Otis Worldwide in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Otis Worldwide position peaked at $821K in Q1 2025.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.