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MJT & Associates Financial Advisory’s Otis Worldwide OTIS Stock Holding History

MJT & Associates Financial Advisory’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 		$2.06K Hold
32
– – ﹤0.01% 370
2026
Q2 		$2.29K Sell
32
-17
-35% -$1.27K ﹤0.01% 379
2026
Q1 		$3.78K Hold
49
– – ﹤0.01% 306
2025
Q4 		$4.28K Hold
49
– – ﹤0.01% 302
2025
Q3 		$4.48K Hold
49
– – ﹤0.01% 309
2025
Q2 		$4.85K Buy
+49
New +$4.73K 0.01% 305

Other funds holding OTIS

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
BSC
Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

MJT & Associates Financial Advisory's OTIS Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Otis Worldwide (OTIS) position steady in Q3 2026 at 32 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

MJT & Associates Financial Advisory first reported a position in OTIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.85K in Q2 2025. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • MJT & Associates Financial Advisory held 32 shares of Otis Worldwide worth $2.06K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #370 holding.
  • MJT & Associates Financial Advisory first reported a position in Otis Worldwide in Q2 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Otis Worldwide position peaked at $4.85K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.