Phraction Management
OTIS icon

Phraction Management’s Otis Worldwide OTIS Stock Holding History

Phraction 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 		$2.48M Buy
+38,491
New +$2.74M 0.45% 34
2022
Q3 		– Sell
-24,145
Closed -$1.71M – 58
2022
Q2 		$1.71M Buy
24,145
+575
+2% +$42.3K 1.12% 30
2022
Q1 		$1.81M Buy
23,570
+3,520
+18% +$281K 1.04% 32
2021
Q4 		$1.75M Buy
+20,050
New +$1.68M 1.06% 31

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Phraction Management's OTIS Position: Q3 2026 in Review

Phraction Management opened a new position in Otis Worldwide (OTIS) in Q3 2026: 38,491 shares worth $2.48M. The stake represents 0.45% of the portfolio and ranks #34 among its holdings. This is a return to the name: Phraction Management previously reported a position in OTIS as recently as Q2 2022.

Phraction Management first reported a position in OTIS in Q4 2021 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Phraction Management held 38,491 shares of Otis Worldwide worth $2.48M as of Q3 2026.
  • Otis Worldwide was a new Phraction Management position in Q3 2026.
  • Otis Worldwide made up 0.45% of Phraction Management's portfolio in Q3 2026, its #34 holding.
  • Phraction Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Phraction Management's 13F filing for Q3 2026, filed 14 Oct 2026.