LECAP Asset Management
OTIS icon

LECAP Asset Management’s Otis Worldwide OTIS Stock Holding History

LECAP Asset Management’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 		– Sell
-19,603
Closed -$1.4M – 350
2026
Q2 		$1.4M Buy
19,603
+5,877
+43% +$439K 0.6% 46
2026
Q1 		$1.06M Sell
13,726
-15,329
-53% -$1.34M 0.4% 108
2025
Q4 		$2.54M Buy
29,055
+1,948
+7% +$174K 1.01% 5
2025
Q3 		$2.48M Sell
27,107
-1,520
-5% -$138K 0.86% 16
2025
Q2 		$2.83M Buy
+28,627
New +$2.76M 1% 10
2025
Q1 		– Sell
-7,654
Closed -$709K – 370
2024
Q4 		$709K Buy
+7,654
New +$768K 0.19% 184

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 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
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LECAP Asset Management's OTIS Position: Q3 2026 in Review

LECAP Asset Management sold out of Otis Worldwide (OTIS) in Q3 2026, closing a stake of 19,603 shares — an estimated $1.4M sold.

LECAP Asset Management first reported a position in OTIS in Q4 2024 and held it in 6 quarters. The position peaked at $2.83M in Q2 2025. 643 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • LECAP Asset Management reported no remaining Otis Worldwide position as of Q3 2026 after selling out during the quarter.
  • LECAP Asset Management sold 19,603 Otis Worldwide shares in Q3 2026, an estimated $1.4M.
  • LECAP Asset Management first reported a position in Otis Worldwide in Q4 2024 and held it in 6 quarters.
  • LECAP Asset Management's Otis Worldwide position peaked at $2.83M in Q2 2025.
  • 643 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on LECAP Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.