Midwest Trust’s Otis Worldwide OTIS Stock Holding History

Midwest 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	$305K	Buy	+4,745	New	+$338K	﹤0.01%	534

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

Midwest Trust's OTIS Position: Q3 2026 in Review

Midwest Trust opened a new position in Otis Worldwide (OTIS) in Q3 2026: 4,745 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings.

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

Midwest Trust held 4,745 shares of Otis Worldwide worth $305K as of Q3 2026.
Otis Worldwide was a new Midwest Trust position in Q3 2026.
Otis Worldwide made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #534 holding.
521 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.