GoalVest Advisory’s Otis Worldwide OTIS Stock Holding History

GoalVest Advisory’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	$12.5K	Buy	+194	New	+$13.8K	﹤0.01%	402
2024 Q2	–	Sell	-18	Closed	-$1.79K	–	386
2024 Q1	$1.79K	Buy	+18	New	+$1.66K	﹤0.01%	372
2022 Q2	–	Sell	-1	Closed	–	–	476
2022 Q1	$0	Buy	+1	New	+$80	﹤0.01%	469

Other funds holding OTIS

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GPI

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

GoalVest Advisory's OTIS Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Otis Worldwide (OTIS) in Q3 2026: 194 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in OTIS as recently as Q1 2024.

GoalVest Advisory first reported a position in OTIS in Q1 2022 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

GoalVest Advisory held 194 shares of Otis Worldwide worth $12.5K as of Q3 2026.
Otis Worldwide was a new GoalVest Advisory position in Q3 2026.
Otis Worldwide made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #402 holding.
GoalVest Advisory first reported a position in Otis Worldwide in Q1 2022 and has held it in 3 quarters since.
8 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.