Root Financial Partners
OTIS icon

Root Financial Partners’s Otis Worldwide OTIS Stock Holding History

Root Financial 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 		$37.2K Buy
+578
New +$41.1K ﹤0.01% 1237
2026
Q2 		– Sell
-1,254
Closed -$96.7K – 2330
2026
Q1 		$96.7K Buy
1,254
+926
+282% +$81K ﹤0.01% 577
2025
Q4 		$28.7K Buy
328
+43
+15% +$3.85K ﹤0.01% 975
2025
Q3 		$26.1K Buy
+285
New +$25.9K ﹤0.01% 981

Other funds holding OTIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's OTIS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Otis Worldwide (OTIS) in Q3 2026: 578 shares worth $37.2K. The stake represents ﹤0.01% of the portfolio and ranks #1237 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OTIS as recently as Q1 2026.

Root Financial Partners first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $96.7K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Root Financial Partners held 578 shares of Otis Worldwide worth $37.2K as of Q3 2026.
  • Otis Worldwide was a new Root Financial Partners position in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1237 holding.
  • Root Financial Partners first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Otis Worldwide position peaked at $96.7K in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.