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Olistico Wealth’s Otis Worldwide OTIS Stock Holding History

Olistico Wealth’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 		$10.7K Sell
166
-34
-17% -$2.42K ﹤0.01% 258
2026
Q2 		$14.3K Hold
200
– – 0.01% 228
2026
Q1 		$15.4K Hold
200
– – 0.01% 232
2025
Q4 		$17.5K Buy
+200
New +$17.9K 0.01% 221
2025
Q3 		– Sell
-200
Closed -$19.8K – 264
2025
Q2 		$19.8K Hold
200
– – 0.01% 228
2025
Q1 		$20.6K Hold
200
– – 0.01% 210
2024
Q4 		$18.6K Hold
200
– – 0.01% 216
2024
Q3 		$20.8K Hold
200
– – 0.01% 211
2024
Q2 		$19.3K Buy
+200
New +$19.3K 0.01% 214

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

Olistico Wealth's OTIS Position: Q3 2026 in Review

Olistico Wealth reduced its Otis Worldwide (OTIS) stake by 17% in Q3 2026, selling an estimated $2.42K and leaving 166 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Olistico Wealth first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $20.8K in Q3 2024. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Olistico Wealth held 166 shares of Otis Worldwide worth $10.7K as of Q3 2026.
  • Olistico Wealth sold 34 Otis Worldwide shares in Q3 2026, an estimated $2.42K.
  • Otis Worldwide made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #258 holding.
  • Olistico Wealth first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Otis Worldwide position peaked at $20.8K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.