Seneschal Advisors
OTIS icon

Seneschal Advisors’s Otis Worldwide OTIS Stock Holding History

Seneschal 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 		$258 Hold
4
– – ﹤0.01% 542
2026
Q2 		$287 Hold
4
– – ﹤0.01% 498
2026
Q1 		$309 Hold
4
– – ﹤0.01% 470
2025
Q4 		$350 Hold
4
– – ﹤0.01% 449
2025
Q3 		$366 Buy
+4
New +$363 ﹤0.01% 442

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

Seneschal Advisors's OTIS Position: Q3 2026 in Review

Seneschal Advisors held its Otis Worldwide (OTIS) position steady in Q3 2026 at 4 shares worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Seneschal Advisors first reported a position in OTIS in Q3 2025 and has held it in 5 quarters since. The position peaked at $366 in Q3 2025. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Seneschal Advisors held 4 shares of Otis Worldwide worth $258 as of Q3 2026.
  • Seneschal Advisors left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Seneschal Advisors's portfolio in Q3 2026, its #542 holding.
  • Seneschal Advisors first reported a position in Otis Worldwide in Q3 2025 and has held it in 5 quarters since.
  • Seneschal Advisors's Otis Worldwide position peaked at $366 in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Seneschal Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.