Matthew Hamilton Rosenberg’s Otis Worldwide OTIS Stock Holding History

Matthew Hamilton Rosenberg’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	$6.88K	Hold	107	–	–	﹤0.01%	682
2026 Q2	$7.66K	Hold	107	–	–	﹤0.01%	657
2026 Q1	$8.25K	Hold	107	–	–	﹤0.01%	640
2025 Q4	$9.35K	Hold	107	–	–	﹤0.01%	639
2025 Q3	$9.8K	Hold	107	–	–	﹤0.01%	638
2025 Q2	$10.6K	Hold	107	–	–	﹤0.01%	647
2025 Q1	$11K	Buy	107 +2	+2%	+$195	﹤0.01%	617
2024 Q4	$9.7K	Hold	105	–	–	﹤0.01%	625
2024 Q3	$10.9K	Hold	105	–	–	﹤0.01%	606
2024 Q2	$10K	Sell	105 -83	-44%	-$8K	﹤0.01%	595
2024 Q1	$18.5K	Hold	188	–	–	0.01%	547
2023 Q4	$16.8K	Buy	188 +46	+32%	+$3.82K	0.01%	553
2023 Q3	$11.4K	Hold	142	–	–	﹤0.01%	599
2023 Q2	$12.6K	Hold	142	–	–	﹤0.01%	593
2023 Q1	$12K	Hold	142	–	–	﹤0.01%	643
2022 Q4	$11.1K	Hold	142	–	–	﹤0.01%	641
2022 Q3	$9K	Hold	142	–	–	﹤0.01%	653
2022 Q2	$10K	Hold	142	–	–	﹤0.01%	643
2022 Q1	$11K	Hold	142	–	–	﹤0.01%	616
2021 Q4	$12K	Hold	142	–	–	﹤0.01%	582
2021 Q3	$12K	Hold	142	–	–	﹤0.01%	559
2021 Q2	$12K	Hold	142	–	–	0.01%	505
2021 Q1	$10K	Hold	142	–	–	0.01%	498
2020 Q4	$10K	Sell	142 -250	-64%	-$16.2K	0.01%	476
2020 Q3	$24K	Hold	392	–	–	0.02%	380
2020 Q2	$22K	Buy	+392	New	+$20.3K	0.02%	410

Other funds holding OTIS

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Matthew Hamilton Rosenberg's OTIS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Otis Worldwide (OTIS) position steady in Q3 2026 at 107 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Matthew Hamilton Rosenberg first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $24K in Q3 2020. 521 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Matthew Hamilton Rosenberg held 107 shares of Otis Worldwide worth $6.88K as of Q3 2026.
Matthew Hamilton Rosenberg left its Otis Worldwide share count unchanged in Q3 2026.
Otis Worldwide made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #682 holding.
Matthew Hamilton Rosenberg first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's Otis Worldwide position peaked at $24K in Q3 2020.
521 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.