Pacifica Partners’s Otis Worldwide OTIS Stock Holding History

Pacifica Partners’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	$47.8K	Hold	741	–	–	0.01%	184
2026 Q2	$54.2K	Hold	741	–	–	0.02%	190
2026 Q1	$57.1K	Hold	741	–	–	0.02%	190
2025 Q4	$65.5K	Hold	741	–	–	0.03%	172
2025 Q3	$68.4K	Hold	741	–	–	0.02%	181
2025 Q2	$72.3K	Hold	741	–	–	0.03%	176
2025 Q1	$77.2K	Hold	741	–	–	0.04%	165
2024 Q4	$68.3K	Hold	741	–	–	0.03%	177
2024 Q3	$77K	Hold	741	–	–	0.03%	173
2024 Q2	$71.5K	Hold	741	–	–	0.03%	182
2024 Q1	$73.3K	Hold	741	–	–	0.03%	180
2023 Q4	$63.6K	Hold	741	–	–	0.03%	184
2023 Q3	$58.6K	Buy	+741	New	+$63.4K	0.03%	175

Other funds holding OTIS

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

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Pacifica Partners's OTIS Position: Q3 2026 in Review

Pacifica Partners held its Otis Worldwide (OTIS) position steady in Q3 2026 at 741 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #184.

Pacifica Partners first reported a position in OTIS in Q3 2023 and has held it in 13 quarters since. The position peaked at $77.2K in Q1 2025. 275 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Pacifica Partners held 741 shares of Otis Worldwide worth $47.8K as of Q3 2026.
Pacifica Partners left its Otis Worldwide share count unchanged in Q3 2026.
Otis Worldwide made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #184 holding.
Pacifica Partners first reported a position in Otis Worldwide in Q3 2023 and has held it in 13 quarters since.
Pacifica Partners's Otis Worldwide position peaked at $77.2K in Q1 2025.
275 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.