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Retirement Wealth Solutions’s Otis Worldwide OTIS Stock Holding History

Retirement Wealth Solutions’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 		$644 Hold
10
– – ﹤0.01% 811
2026
Q2 		$716 Sell
10
-8
-44% -$598 ﹤0.01% 704
2026
Q1 		$1.39K Buy
18
+6
+50% +$525 ﹤0.01% 578
2025
Q4 		$1.05K Buy
12
+1
+9% +$89 ﹤0.01% 570
2025
Q3 		$1.01K Buy
+11
New +$999 ﹤0.01% 559

Other funds holding OTIS

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
BSC
Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Retirement Wealth Solutions's OTIS Position: Q3 2026 in Review

Retirement Wealth Solutions held its Otis Worldwide (OTIS) position steady in Q3 2026 at 10 shares worth $644. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Retirement Wealth Solutions first reported a position in OTIS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.39K in Q1 2026. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Retirement Wealth Solutions held 10 shares of Otis Worldwide worth $644 as of Q3 2026.
  • Retirement Wealth Solutions left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #811 holding.
  • Retirement Wealth Solutions first reported a position in Otis Worldwide in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Otis Worldwide position peaked at $1.39K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.