Principle Wealth Partners
OTIS icon

Principle Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Principle Wealth 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 		$607K Sell
9,436
-270
-3% -$19.2K 0.03% 237
2026
Q2 		$695K Sell
9,706
-972
-9% -$72.6K 0.03% 214
2026
Q1 		$823K Sell
10,678
-480
-4% -$42K 0.05% 187
2025
Q4 		$975K Buy
11,158
+7
+0.1% +$626 0.05% 171
2025
Q3 		$1.02M Sell
11,151
-76
-0.7% -$6.9K 0.06% 161
2025
Q2 		$1.11M Hold
11,227
– – 0.07% 152
2025
Q1 		$1.16M Sell
11,227
-50
-0.4% -$4.88K 0.08% 144
2024
Q4 		$1.04M Sell
11,277
-125
-1% -$12.5K 0.07% 150
2024
Q3 		$1.19M Buy
11,402
+228
+2% +$21.7K 0.08% 147
2024
Q2 		$1.08M Sell
11,174
-465
-4% -$44.8K 0.08% 150
2024
Q1 		$1.16M Sell
11,639
-17
-0.1% -$1.57K 0.09% 147
2023
Q4 		$1.04M Sell
11,656
-7
-0.1% -$582 0.09% 153
2023
Q3 		$937K Buy
11,663
+986
+9% +$84.3K 0.09% 152
2023
Q2 		$950K Sell
10,677
-62
-0.6% -$5.22K 0.1% 146
2023
Q1 		$906K Buy
10,739
+99
+0.9% +$8.19K 0.1% 146
2022
Q4 		$833K Sell
10,640
-450
-4% -$33.2K 0.09% 148
2022
Q3 		$708K Sell
11,090
-50
-0.4% -$3.66K 0.07% 150
2022
Q2 		$787K Sell
11,140
-271
-2% -$20K 0.09% 154
2022
Q1 		$878K Sell
11,411
-221
-2% -$17.7K 0.09% 152
2021
Q4 		$1.01M Sell
11,632
-113
-1% -$9.46K 0.11% 137
2021
Q3 		$966K Buy
11,745
+178
+2% +$15.7K 0.11% 134
2021
Q2 		$946K Sell
11,567
-28
-0.2% -$2.16K 0.11% 138
2021
Q1 		$794K Sell
11,595
-250
-2% -$16.3K 0.09% 144
2020
Q4 		$800K Buy
+11,845
New +$768K 0.11% 136
2020
Q3 		– Sell
-2,380
Closed -$135K – 346
2020
Q2 		$135K Buy
+2,380
New +$123K 0.04% 180

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 20.77% 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

Principle Wealth Partners's OTIS Position: Q3 2026 in Review

Principle Wealth Partners reduced its Otis Worldwide (OTIS) stake by 2.8% in Q3 2026, selling an estimated $19.2K and leaving 9,436 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #237.

Principle Wealth Partners first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.19M in Q3 2024. 613 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Principle Wealth Partners held 9,436 shares of Otis Worldwide worth $607K as of Q3 2026.
  • Principle Wealth Partners sold 270 Otis Worldwide shares in Q3 2026, an estimated $19.2K.
  • Otis Worldwide made up 0.03% of Principle Wealth Partners's portfolio in Q3 2026, its #237 holding.
  • Principle Wealth Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Principle Wealth Partners's Otis Worldwide position peaked at $1.19M in Q3 2024.
  • 613 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.