Mill Capital Management’s Otis Worldwide OTIS Stock Holding History

Mill Capital Management’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	$9.3M	Sell	144,567 -12	-0%	-$854	0.61%	36
2026 Q2	$10.4M	Buy	144,579 +136	+0.1%	+$10.2K	0.69%	33
2026 Q1	$11.1M	Buy	144,443 +606	+0.4%	+$53K	0.85%	31
2025 Q4	$12.6M	Buy	143,837 +914	+0.6%	+$81.8K	0.91%	30
2025 Q3	$13.1M	Buy	142,923 +14,703	+11%	+$1.33M	0.97%	32
2025 Q2	$12.7M	Buy	128,220 +423	+0.3%	+$40.8K	1%	33
2025 Q1	$13.2M	Buy	127,797 +404	+0.3%	+$39.5K	1.06%	29
2024 Q4	$11.8M	Buy	127,393 +212	+0.2%	+$21.3K	0.93%	32
2024 Q3	$13.2M	Buy	+127,181	New	+$12.1M	1.03%	31

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

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

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mill Capital Management's OTIS Position: Q3 2026 in Review

Mill Capital Management reduced its Otis Worldwide (OTIS) stake by 0.01% in Q3 2026, selling an estimated $854 and leaving 144,567 shares worth $9.3M. The position accounts for 0.61% of the portfolio, ranked #36.

Mill Capital Management first reported a position in OTIS in Q3 2024 and has held it in 9 quarters since. The position peaked at $13.2M in Q3 2024. 445 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Mill Capital Management held 144,567 shares of Otis Worldwide worth $9.3M as of Q3 2026.
Mill Capital Management sold 12 Otis Worldwide shares in Q3 2026, an estimated $854.
Otis Worldwide made up 0.61% of Mill Capital Management's portfolio in Q3 2026, its #36 holding.
Mill Capital Management first reported a position in Otis Worldwide in Q3 2024 and has held it in 9 quarters since.
Mill Capital Management's Otis Worldwide position peaked at $13.2M in Q3 2024.
445 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.