Quaker Wealth Management
OTIS icon

Quaker Wealth Management’s Otis Worldwide OTIS Stock Holding History

Quaker 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 		$33K Buy
514
+15
+3% +$1.07K 0.01% 206
2026
Q2 		$35.8K Sell
499
-12
-2% -$896 0.01% 194
2026
Q1 		$39.4K Buy
511
+9
+2% +$787 0.01% 185
2025
Q4 		$43.8K Buy
502
+4
+0.8% +$358 0.01% 181
2025
Q3 		$45.6K Sell
498
-7
-1% -$635 0.01% 172
2025
Q2 		$50K Buy
+505
New +$48.8K 0.02% 160

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

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

Quaker Wealth Management increased its Otis Worldwide (OTIS) stake by 3% in Q3 2026, buying an estimated $1.07K and bringing the position to 514 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #206.

Quaker Wealth Management first reported a position in OTIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $50K in Q2 2025. 737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Quaker Wealth Management held 514 shares of Otis Worldwide worth $33K as of Q3 2026.
  • Quaker Wealth Management bought 15 Otis Worldwide shares in Q3 2026, an estimated $1.07K.
  • Otis Worldwide made up 0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #206 holding.
  • Quaker Wealth Management first reported a position in Otis Worldwide in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Otis Worldwide position peaked at $50K in Q2 2025.
  • 737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

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