Next Level Wealth Planning’s Otis Worldwide OTIS Stock Holding History

Next Level 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	$6.43K	Buy	+100	New	+$7.11K	﹤0.01%	367

Other funds holding OTIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Next Level Wealth Planning's OTIS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Otis Worldwide (OTIS) in Q3 2026: 100 shares worth $6.43K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings.

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

Next Level Wealth Planning held 100 shares of Otis Worldwide worth $6.43K as of Q3 2026.
Otis Worldwide was a new Next Level Wealth Planning position in Q3 2026.
Otis Worldwide made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #367 holding.
613 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.