Riversedge Advisors
OTIS icon

Riversedge Advisors’s Otis Worldwide OTIS Stock Holding History

Riversedge Advisors’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 		– Sell
-3,801
Closed -$272K – 390
2026
Q2 		$272K Buy
+3,801
New +$284K 0.04% 229
2026
Q1 		– Sell
-3,120
Closed -$273K – 238
2025
Q4 		$273K Buy
3,120
+58
+2% +$5.19K 0.04% 158
2025
Q3 		$280K Buy
+3,062
New +$278K 0.05% 135

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Lazard Frères Gestion
Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Riversedge Advisors's OTIS Position: Q3 2026 in Review

Riversedge Advisors sold out of Otis Worldwide (OTIS) in Q3 2026, closing a stake of 3,801 shares — an estimated $272K sold.

Riversedge Advisors first reported a position in OTIS in Q3 2025 and held it in 3 quarters. The position peaked at $280K in Q3 2025. 522 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Riversedge Advisors reported no remaining Otis Worldwide position as of Q3 2026 after selling out during the quarter.
  • Riversedge Advisors sold 3,801 Otis Worldwide shares in Q3 2026, an estimated $272K.
  • Riversedge Advisors first reported a position in Otis Worldwide in Q3 2025 and held it in 3 quarters.
  • Riversedge Advisors's Otis Worldwide position peaked at $280K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.