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Legacy Trust’s Otis Worldwide OTIS Stock Holding History

Legacy 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 		$207K Buy
+2,739
New +$195K 0.03% 214
2026
Q2 		– Sell
-2,798
Closed -$216K – 215
2026
Q1 		$216K Buy
2,798
+83
+3% +$7.26K 0.04% 196
2025
Q4 		$237K Buy
+2,715
New +$243K 0.04% 182

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
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
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

Legacy Trust's OTIS Position: Q3 2026 in Review

Legacy Trust opened a new position in Otis Worldwide (OTIS) in Q3 2026: 2,739 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #214 among its holdings. This is a return to the name: Legacy Trust previously reported a position in OTIS as recently as Q1 2026.

Legacy Trust first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $237K in Q4 2025. 664 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Legacy Trust held 2,739 shares of Otis Worldwide worth $207K as of Q3 2026.
  • Otis Worldwide was a new Legacy Trust position in Q3 2026.
  • Otis Worldwide made up 0.03% of Legacy Trust's portfolio in Q3 2026, its #214 holding.
  • Legacy Trust first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Legacy Trust's Otis Worldwide position peaked at $237K in Q4 2025.
  • 664 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.