PineStone Asset Management
OTIS icon

PineStone Asset Management’s Otis Worldwide OTIS Stock Holding History

PineStone Asset 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 		$260M Sell
4,044,954
-245,500
-6% -$17.5M 1.69% 20
2026
Q2 		$307M Sell
4,290,454
-203,428
-5% -$15.2M 1.9% 19
2026
Q1 		$346M Sell
4,493,882
-186,115
-4% -$16.3M 2.43% 15
2025
Q4 		$409M Buy
4,679,997
+163,476
+4% +$14.6M 2.54% 13
2025
Q3 		$413M Sell
4,516,521
-122,544
-3% -$11.1M 2.57% 12
2025
Q2 		$459M Buy
4,639,065
+543,933
+13% +$52.5M 2.97% 12
2025
Q1 		$423M Buy
4,095,132
+1,092,713
+36% +$107M 3.19% 12
2024
Q4 		$278M Buy
3,002,419
+121,322
+4% +$12.2M 2.61% 16
2024
Q3 		$299M Buy
2,881,097
+143,100
+5% +$13.6M 2.89% 14
2024
Q2 		$264M Buy
2,737,997
+864,646
+46% +$83.3M 2.8% 13
2024
Q1 		$186M Sell
1,873,351
-1,465,434
-44% -$135M 2.96% 14
2023
Q4 		$299M Buy
3,338,785
+494,460
+17% +$41.1M 3.21% 13
2023
Q3 		$228M Buy
2,844,325
+2,134,289
+301% +$183M 3.29% 15
2023
Q2 		$63.2M Sell
710,036
-977,222
-58% -$82.3M 3.05% 15
2023
Q1 		$142M Buy
1,687,258
+1,474,467
+693% +$122M 3.44% 16
2022
Q4 		$16.7M Buy
+212,791
New +$15.7M 3.13% 14

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Lazard Frères Gestion
Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return

PineStone Asset Management's OTIS Position: Q3 2026 in Review

PineStone Asset Management reduced its Otis Worldwide (OTIS) stake by 5.7% in Q3 2026, selling an estimated $17.5M and leaving 4,044,954 shares worth $260M. The position accounts for 1.69% of the portfolio, ranked #20.

PineStone Asset Management first reported a position in OTIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $459M in Q2 2025. 613 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • PineStone Asset Management held 4,044,954 shares of Otis Worldwide worth $260M as of Q3 2026.
  • PineStone Asset Management sold 245,500 Otis Worldwide shares in Q3 2026, an estimated $17.5M.
  • Otis Worldwide made up 1.69% of PineStone Asset Management's portfolio in Q3 2026, its #20 holding.
  • PineStone Asset Management first reported a position in Otis Worldwide in Q4 2022 and has held it in 16 quarters since.
  • PineStone Asset Management's Otis Worldwide position peaked at $459M in Q2 2025.
  • 613 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on PineStone Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.