Perigon Wealth Management
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Perigon Wealth Management’s Otis Worldwide OTIS Stock Holding History

Perigon 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 		$941K Buy
14,629
+1,976
+16% +$141K 0.01% 625
2026
Q2 		$906K Sell
12,653
-163
-1% -$12.2K 0.01% 632
2026
Q1 		$988K Sell
12,816
-1,385
-10% -$121K 0.02% 541
2025
Q4 		$1.24M Sell
14,201
-346
-2% -$31K 0.02% 479
2025
Q3 		$1.33M Buy
14,547
+1,112
+8% +$101K 0.03% 437
2025
Q2 		$1.33M Sell
13,435
-42
-0.3% -$4.06K 0.03% 411
2025
Q1 		$1.39M Sell
13,477
-3,528
-21% -$345K 0.04% 376
2024
Q4 		$1.58M Buy
17,005
+309
+2% +$31K 0.04% 342
2024
Q3 		$1.74M Sell
16,696
-43
-0.3% -$4.1K 0.05% 313
2024
Q2 		$1.61M Buy
16,739
+167
+1% +$16.1K 0.05% 283
2024
Q1 		$1.65M Buy
16,572
+170
+1% +$15.7K 0.05% 278
2023
Q4 		$1.47M Sell
16,402
-64
-0.4% -$5.32K 0.05% 270
2023
Q3 		$1.32M Sell
16,466
-250
-1% -$21.4K 0.05% 259
2023
Q2 		$1.49M Buy
16,716
+3,988
+31% +$336K 0.06% 244
2023
Q1 		$1.07M Buy
12,728
+116
+0.9% +$9.6K 0.06% 258
2022
Q4 		$988K Sell
12,612
-3,081
-20% -$227K 0.06% 268
2022
Q3 		$1M Buy
15,693
+3,632
+30% +$266K 0.09% 203
2022
Q2 		$852K Buy
12,061
+261
+2% +$19.2K 0.07% 232
2022
Q1 		$908K Buy
11,800
+508
+4% +$40.6K 0.06% 252
2021
Q4 		$983K Buy
11,292
+402
+4% +$33.6K 0.07% 227
2021
Q3 		$896K Buy
10,890
+64
+0.6% +$5.63K 0.08% 217
2021
Q2 		$885K Sell
10,826
-34
-0.3% -$2.62K 0.08% 215
2021
Q1 		$743K Buy
10,860
+586
+6% +$38.3K 0.08% 227
2020
Q4 		$694K Buy
10,274
+64
+0.6% +$4.15K 0.08% 194
2020
Q3 		$637K Buy
10,210
+111
+1% +$6.79K 0.09% 184
2020
Q2 		$574K Buy
+10,099
New +$523K 0.09% 182

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

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

Perigon Wealth Management increased its Otis Worldwide (OTIS) stake by 16% in Q3 2026, buying an estimated $141K and bringing the position to 14,629 shares worth $941K. The position accounts for 0.01% of the portfolio, ranked #625.

Perigon Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.74M in Q3 2024. 668 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Perigon Wealth Management held 14,629 shares of Otis Worldwide worth $941K as of Q3 2026.
  • Perigon Wealth Management bought 1,976 Otis Worldwide shares in Q3 2026, an estimated $141K.
  • Otis Worldwide made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #625 holding.
  • Perigon Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • Perigon Wealth Management's Otis Worldwide position peaked at $1.74M in Q3 2024.
  • 668 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

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