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Generate Investment Management’s Otis Worldwide OTIS Stock Holding History

Generate Investment 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 		$5.99M Buy
+93,067
New +$6.62M 0.22% 64

Other funds holding OTIS

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
WAC
William Allan Corp Fort Collins, Colorado $199M AUM 32.87% 1-Year Est. Return

Generate Investment Management's OTIS Position: Q3 2026 in Review

Generate Investment Management opened a new position in Otis Worldwide (OTIS) in Q3 2026: 93,067 shares worth $5.99M. The stake represents 0.22% of the portfolio and ranks #64 among its holdings.

110 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Generate Investment Management held 93,067 shares of Otis Worldwide worth $5.99M as of Q3 2026.
  • Otis Worldwide was a new Generate Investment Management position in Q3 2026.
  • Otis Worldwide made up 0.22% of Generate Investment Management's portfolio in Q3 2026, its #64 holding.
  • 110 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Generate Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.