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Grove Bank & Trust’s Otis Worldwide OTIS Stock Holding History

Grove Bank & Trust’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 		$54.9K Sell
853
-50
-6% -$3.56K 0.01% 437
2026
Q2 		$64.7K Hold
903
– – 0.01% 403
2026
Q1 		$69.6K Sell
903
-55
-6% -$4.81K 0.01% 386
2025
Q4 		$83.7K Hold
958
– – 0.01% 357
2025
Q3 		$87.6K Hold
958
– – 0.01% 351
2025
Q2 		$94.9K Hold
958
– – 0.01% 343
2025
Q1 		$98.9K Sell
958
-959
-50% -$93.7K 0.01% 322
2024
Q4 		$178K Buy
1,917
+39
+2% +$3.91K 0.02% 230
2024
Q3 		$195K Buy
1,878
+35
+2% +$3.33K 0.03% 223
2024
Q2 		$177K Hold
1,843
– – 0.03% 233
2024
Q1 		$183K Hold
1,843
– – 0.03% 238
2023
Q4 		$165K Sell
1,843
-230
-11% -$19.1K 0.03% 235
2023
Q3 		$166K Hold
2,073
– – 0.03% 232
2023
Q2 		$185K Hold
2,073
– – 0.04% 223
2023
Q1 		$175K Hold
2,073
– – 0.04% 224
2022
Q4 		$162K Buy
+2,073
New +$153K 0.04% 227
2022
Q1 		– Sell
-2,335
Closed -$204K – 239
2021
Q4 		$204K Buy
+2,335
New +$195K 0.04% 232

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

Grove Bank & Trust's OTIS Position: Q3 2026 in Review

Grove Bank & Trust reduced its Otis Worldwide (OTIS) stake by 5.5% in Q3 2026, selling an estimated $3.56K and leaving 853 shares worth $54.9K. The position accounts for 0.01% of the portfolio, ranked #437.

Grove Bank & Trust first reported a position in OTIS in Q4 2021 and has held it in 17 quarters since. The position peaked at $204K in Q4 2021. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Grove Bank & Trust held 853 shares of Otis Worldwide worth $54.9K as of Q3 2026.
  • Grove Bank & Trust sold 50 Otis Worldwide shares in Q3 2026, an estimated $3.56K.
  • Otis Worldwide made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #437 holding.
  • Grove Bank & Trust first reported a position in Otis Worldwide in Q4 2021 and has held it in 17 quarters since.
  • Grove Bank & Trust's Otis Worldwide position peaked at $204K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.