IFP Advisors
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IFP Advisors’s Otis Worldwide OTIS Stock Holding History

IFP Advisors’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 		$1.89M Buy
29,415
+3,306
+13% +$235K 0.03% 522
2026
Q2 		$1.87M Buy
26,109
+3,732
+17% +$279K 0.03% 509
2026
Q1 		$1.72M Sell
22,377
-27
-0.1% -$2.36K 0.04% 508
2025
Q4 		$1.96M Buy
22,404
+20,624
+1,159% +$1.85M 0.04% 427
2025
Q3 		$163K Sell
1,780
-466
-21% -$42.3K ﹤0.01% 1396
2025
Q2 		$222K Sell
2,246
-8,812
-80% -$851K 0.01% 1223
2025
Q1 		$1.14M Buy
11,058
+9,382
+560% +$917K 0.04% 520
2024
Q4 		$155K Buy
1,676
+136
+9% +$13.6K 0.01% 1261
2024
Q3 		$160K Buy
1,540
+48
+3% +$4.57K 0.01% 1193
2024
Q2 		$144K Sell
1,492
-45
-3% -$4.34K 0.01% 1203
2024
Q1 		$153K Sell
1,537
-106
-6% -$9.8K 0.01% 1126
2023
Q4 		$147K Sell
1,643
-352
-18% -$29.3K 0.01% 1101
2023
Q3 		$160K Sell
1,995
-25
-1% -$2.14K 0.01% 1054
2023
Q2 		$180K Buy
2,020
+218
+12% +$18.4K 0.01% 1068
2023
Q1 		$81.6K Sell
1,802
-3,500
-66% -$290K ﹤0.01% 1351
2022
Q4 		$254K Buy
5,302
+557
+12% +$41.1K 0.01% 1228
2022
Q3 		$230K Buy
4,745
+299
+7% +$21.9K 0.01% 1330
2022
Q2 		$213K Hold
4,446
– – 0.01% 1245
2022
Q1 		$213K Buy
4,446
+3,071
+223% +$245K 0.01% 1245
2021
Q4 		$120K Buy
1,375
+74
+6% +$6.19K ﹤0.01% 1189
2021
Q3 		$108K Sell
1,301
-13,510
-91% -$1.19M ﹤0.01% 1252
2021
Q2 		$1.21M Sell
14,811
-4,264
-22% -$328K 0.03% 337
2021
Q1 		$1.3M Buy
19,075
+7,357
+63% +$481K 0.03% 317
2020
Q4 		$781K Buy
11,718
+8,880
+313% +$576K 0.03% 392
2020
Q3 		$181K Sell
2,838
-135
-5% -$8.26K 0.01% 740
2020
Q2 		$168K Buy
+2,973
New +$154K 0.01% 738

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

IFP Advisors's OTIS Position: Q3 2026 in Review

IFP Advisors increased its Otis Worldwide (OTIS) stake by 13% in Q3 2026, buying an estimated $235K and bringing the position to 29,415 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #522.

IFP Advisors first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.96M in Q4 2025. 737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • IFP Advisors held 29,415 shares of Otis Worldwide worth $1.89M as of Q3 2026.
  • IFP Advisors bought 3,306 Otis Worldwide shares in Q3 2026, an estimated $235K.
  • Otis Worldwide made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #522 holding.
  • IFP Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • IFP Advisors's Otis Worldwide position peaked at $1.96M in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.