James T. Borello
OTIS icon

James T. Borello’s Otis Worldwide OTIS Stock Holding History

James T. Borello’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 		$21K Buy
327
+149
+84% +$10.6K ﹤0.01% 413
2026
Q2 		$12.7K Buy
178
+40
+29% +$2.99K ﹤0.01% 530
2026
Q1 		$10.6K Buy
138
+32
+30% +$2.8K ﹤0.01% 548
2025
Q4 		$9.26K Buy
106
+20
+23% +$1.79K ﹤0.01% 435
2025
Q3 		$7.86K Buy
86
+56
+187% +$5.08K ﹤0.01% 350
2025
Q2 		$2.97K Hold
30
– – ﹤0.01% 242
2025
Q1 		$3.1K Hold
30
– – ﹤0.01% 191
2024
Q4 		$2.78K Hold
30
– – ﹤0.01% 166
2024
Q3 		$3.12K Hold
30
– – ﹤0.01% 156
2024
Q2 		$2.89K Hold
30
– – ﹤0.01% 145
2024
Q1 		$2.98K Hold
30
– – ﹤0.01% 145
2023
Q4 		$2.68K Buy
+30
New +$2.49K ﹤0.01% 125

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

James T. Borello's OTIS Position: Q3 2026 in Review

James T. Borello increased its Otis Worldwide (OTIS) stake by 84% in Q3 2026, buying an estimated $10.6K and bringing the position to 327 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

James T. Borello first reported a position in OTIS in Q4 2023 and has held it in 12 quarters since. 422 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • James T. Borello held 327 shares of Otis Worldwide worth $21K as of Q3 2026.
  • James T. Borello bought 149 Otis Worldwide shares in Q3 2026, an estimated $10.6K.
  • Otis Worldwide made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #413 holding.
  • James T. Borello first reported a position in Otis Worldwide in Q4 2023 and has held it in 12 quarters since.
  • 422 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.