Meriwether Wealth & Planning’s Otis Worldwide OTIS Stock Holding History

Meriwether Wealth & Planning’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	$81.6K	Buy	+1,268	New	+$90.2K	0.04%	200

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

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

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Meriwether Wealth & Planning's OTIS Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Otis Worldwide (OTIS) in Q3 2026: 1,268 shares worth $81.6K. The stake represents 0.04% of the portfolio and ranks #200 among its holdings.

275 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Meriwether Wealth & Planning held 1,268 shares of Otis Worldwide worth $81.6K as of Q3 2026.
Otis Worldwide was a new Meriwether Wealth & Planning position in Q3 2026.
Otis Worldwide made up 0.04% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #200 holding.
275 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.