Oppenheimer & Co
OTIS icon

Oppenheimer & Co’s Otis Worldwide OTIS Stock Holding History

Oppenheimer & Co’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 		$4.29M Buy
66,772
+24,025
+56% +$1.71M 0.05% 400
2026
Q2 		$3.06M Buy
42,747
+34,459
+416% +$2.57M 0.03% 504
2026
Q1 		$639K Sell
8,288
-33
-0.4% -$2.89K 0.01% 1084
2025
Q4 		$727K Buy
8,321
+62
+0.8% +$5.55K 0.01% 927
2025
Q3 		$755K Sell
8,259
-40
-0.5% -$3.63K 0.01% 1023
2025
Q2 		$822K Sell
8,299
-5
-0.1% -$483 0.01% 945
2025
Q1 		$857K Sell
8,304
-1,396
-14% -$136K 0.01% 871
2024
Q4 		$898K Buy
9,700
+337
+4% +$33.8K 0.01% 830
2024
Q3 		$973K Sell
9,363
-380
-4% -$36.2K 0.01% 788
2024
Q2 		$938K Sell
9,743
-8
-0.1% -$771 0.01% 799
2024
Q1 		$968K Sell
9,751
-432
-4% -$39.9K 0.02% 753
2023
Q4 		$911K Sell
10,183
-75
-0.7% -$6.24K 0.02% 740
2023
Q3 		$824K Buy
10,258
+373
+4% +$31.9K 0.02% 735
2023
Q2 		$880K Buy
9,885
+295
+3% +$24.9K 0.02% 757
2023
Q1 		$809K Sell
9,590
-841
-8% -$69.6K 0.02% 767
2022
Q4 		$817K Buy
10,431
+637
+7% +$47K 0.02% 756
2022
Q3 		$625K Sell
9,794
-2,736
-22% -$200K 0.01% 814
2022
Q2 		$886K Buy
12,530
+1,519
+14% +$112K 0.02% 730
2022
Q1 		$848K Buy
11,011
+171
+2% +$13.7K 0.02% 807
2021
Q4 		$944K Sell
10,840
-541
-5% -$45.3K 0.02% 792
2021
Q3 		$936K Buy
11,381
+574
+5% +$50.5K 0.02% 767
2021
Q2 		$883K Sell
10,807
-315
-3% -$24.2K 0.02% 799
2021
Q1 		$761K Sell
11,122
-747
-6% -$48.8K 0.02% 797
2020
Q4 		$802K Sell
11,869
-1,599
-12% -$104K 0.02% 723
2020
Q3 		$842K Sell
13,468
-2,847
-17% -$174K 0.02% 649
2020
Q2 		$928K Buy
+16,315
New +$845K 0.02% 599

Other funds holding OTIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Oppenheimer & Co's OTIS Position: Q3 2026 in Review

Oppenheimer & Co increased its Otis Worldwide (OTIS) stake by 56% in Q3 2026, buying an estimated $1.71M and bringing the position to 66,772 shares worth $4.29M. The position accounts for 0.05% of the portfolio, ranked #400.

Oppenheimer & Co first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Oppenheimer & Co held 66,772 shares of Otis Worldwide worth $4.29M as of Q3 2026.
  • Oppenheimer & Co bought 24,025 Otis Worldwide shares in Q3 2026, an estimated $1.71M.
  • Otis Worldwide made up 0.05% of Oppenheimer & Co's portfolio in Q3 2026, its #400 holding.
  • Oppenheimer & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.