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Polaris Financial Partners’s Otis Worldwide OTIS Stock Holding History

Polaris Financial 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 		$2K Buy
+27
New +$1.92K ﹤0.01% 342

Other funds holding OTIS

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Polaris Financial Partners's OTIS Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Otis Worldwide (OTIS) in Q3 2026: 27 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #342 among its holdings.

8 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Polaris Financial Partners held 27 shares of Otis Worldwide worth $2K as of Q3 2026.
  • Otis Worldwide was a new Polaris Financial Partners position in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #342 holding.
  • 8 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.