Moran Wealth Management
OTIS icon

Moran Wealth Management’s Otis Worldwide OTIS Stock Holding History

Moran Wealth 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 		$10.3M Buy
159,581
+15,198
+11% +$1.08M 0.28% 122
2026
Q2 		$10.3M Buy
144,383
+34,565
+31% +$2.58M 0.28% 118
2026
Q1 		$8.46M Buy
109,818
+233
+0.2% +$20.4K 0.26% 131
2025
Q4 		$9.6M Sell
109,585
-401
-0.4% -$35.9K 0.29% 109
2025
Q3 		$10.1M Buy
+109,986
New +$10M 0.3% 107

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Moran Wealth Management's OTIS Position: Q3 2026 in Review

Moran Wealth Management increased its Otis Worldwide (OTIS) stake by 11% in Q3 2026, buying an estimated $1.08M and bringing the position to 159,581 shares worth $10.3M. The position accounts for 0.28% of the portfolio, ranked #122.

Moran Wealth Management first reported a position in OTIS in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.3M in Q2 2026. 664 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Moran Wealth Management held 159,581 shares of Otis Worldwide worth $10.3M as of Q3 2026.
  • Moran Wealth Management bought 15,198 Otis Worldwide shares in Q3 2026, an estimated $1.08M.
  • Otis Worldwide made up 0.28% of Moran Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Moran Wealth Management first reported a position in Otis Worldwide in Q3 2025 and has held it in 5 quarters since.
  • Moran Wealth Management's Otis Worldwide position peaked at $10.3M in Q2 2026.
  • 664 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.