Ridgewood Investments’s Otis Worldwide OTIS Stock Holding History

Ridgewood Investments’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	$1.49M	Buy	23,163 +935	+4%	+$66.5K	0.55%	54
2026 Q2	$1.59M	Buy	22,228 +4,768	+27%	+$356K	0.6%	49
2026 Q1	$1.35M	Buy	+17,460	New	+$1.53M	0.55%	52
2025 Q3	$1.33M	Buy	14,581 +4,390	+43%	+$399K	0.56%	54
2025 Q2	$1.01M	Buy	10,191 +4,525	+80%	+$437K	0.44%	61
2025 Q1	$585K	Buy	5,666 +542	+11%	+$52.9K	0.27%	103
2024 Q4	$475K	Buy	5,124 +1,558	+44%	+$156K	0.23%	112
2024 Q3	$371K	Buy	3,566 +3,313	+1,309%	+$316K	0.19%	124
2024 Q2	$24.4K	Buy	+253	New	+$24.4K	0.01%	422
2023 Q3	–	Sell	-14	Closed	-$1.25K	–	575
2023 Q2	$1.25K	Hold	14	–	–	﹤0.01%	729
2023 Q1	$1.18K	Buy	+14	New	+$1.16K	﹤0.01%	728

Other funds holding OTIS

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B 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

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Ridgewood Investments's OTIS Position: Q3 2026 in Review

Ridgewood Investments increased its Otis Worldwide (OTIS) stake by 4.2% in Q3 2026, buying an estimated $66.5K and bringing the position to 23,163 shares worth $1.49M. The position accounts for 0.55% of the portfolio, ranked #54.

Ridgewood Investments first reported a position in OTIS in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q2 2026. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Ridgewood Investments held 23,163 shares of Otis Worldwide worth $1.49M as of Q3 2026.
Ridgewood Investments bought 935 Otis Worldwide shares in Q3 2026, an estimated $66.5K.
Otis Worldwide made up 0.55% of Ridgewood Investments's portfolio in Q3 2026, its #54 holding.
Ridgewood Investments first reported a position in Otis Worldwide in Q1 2023 and has held it in 11 quarters since.
Ridgewood Investments's Otis Worldwide position peaked at $1.59M in Q2 2026.
55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.