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Investors Research Corp’s Otis Worldwide OTIS Stock Holding History

Investors Research Corp’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 		$7.46K Hold
116
– – ﹤0.01% 565
2026
Q2 		$8.31K Buy
+116
New +$8.66K ﹤0.01% 552
2021
Q2 		– Sell
-3
Closed – – 1007
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1049
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1102
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1120
2020
Q2 		$0 Buy
+3
New +$155 ﹤0.01% 1113

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

Investors Research Corp's OTIS Position: Q3 2026 in Review

Investors Research Corp held its Otis Worldwide (OTIS) position steady in Q3 2026 at 116 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Investors Research Corp first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. The position peaked at $8.31K in Q2 2026. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Investors Research Corp held 116 shares of Otis Worldwide worth $7.46K as of Q3 2026.
  • Investors Research Corp left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #565 holding.
  • Investors Research Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
  • Investors Research Corp's Otis Worldwide position peaked at $8.31K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.