MCF Advisors’s Otis Worldwide OTIS Stock Holding History

MCF Advisors’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	-421	Closed	-$30.1K	–	1030
2026 Q2	$30.1K	Hold	421	–	–	﹤0.01%	792
2026 Q1	$32.5K	Sell	421 -142	-25%	-$12.4K	﹤0.01%	701
2025 Q4	$49.2K	Buy	563 +498	+766%	+$44.6K	﹤0.01%	514
2025 Q3	$5.94K	Hold	65	–	–	﹤0.01%	778
2025 Q2	$6.44K	Hold	65	–	–	﹤0.01%	722
2025 Q1	$6.71K	Sell	65 -18	-22%	-$1.76K	﹤0.01%	709
2024 Q4	$7.69K	Hold	83	–	–	﹤0.01%	700
2024 Q3	$8.63K	Sell	83 -121	-59%	-$11.5K	﹤0.01%	674
2024 Q2	$19.6K	Buy	204 +33	+19%	+$3.18K	﹤0.01%	541
2024 Q1	$17K	Hold	171	–	–	﹤0.01%	557
2023 Q4	$15.3K	Hold	171	–	–	﹤0.01%	548
2023 Q3	$13.7K	Hold	171	–	–	﹤0.01%	538
2023 Q2	$15.2K	Hold	171	–	–	﹤0.01%	508
2023 Q1	$14.4K	Hold	171	–	–	﹤0.01%	523
2022 Q4	$13.4K	Hold	171	–	–	﹤0.01%	501
2022 Q3	$11K	Hold	171	–	–	﹤0.01%	545
2022 Q2	$12K	Sell	171 -75	-30%	-$5.52K	﹤0.01%	501
2022 Q1	$19K	Buy	+246	New	+$19.7K	﹤0.01%	463
2021 Q4	–	Sell	-246	Closed	-$20K	–	486
2021 Q3	$20K	Buy	246 +18	+8%	+$1.58K	﹤0.01%	416
2021 Q2	$19K	Hold	228	–	–	﹤0.01%	390
2021 Q1	$16K	Hold	228	–	–	﹤0.01%	394
2020 Q4	$15K	Hold	228	–	–	﹤0.01%	363
2020 Q3	$14K	Sell	228 -68	-23%	-$4.16K	﹤0.01%	355
2020 Q2	$17K	Buy	+296	New	+$15.3K	﹤0.01%	317

Other funds holding OTIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

MCF Advisors's OTIS Position: Q3 2026 in Review

MCF Advisors sold out of Otis Worldwide (OTIS) in Q3 2026, closing a stake of 421 shares — an estimated $30.1K sold.

MCF Advisors first reported a position in OTIS in Q2 2020 and held it in 24 quarters. The position peaked at $49.2K in Q4 2025. 613 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

MCF Advisors reported no remaining Otis Worldwide position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 421 Otis Worldwide shares in Q3 2026, an estimated $30.1K.
MCF Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 24 quarters.
MCF Advisors's Otis Worldwide position peaked at $49.2K in Q4 2025.
613 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.