SignatureFD
OTIS icon

SignatureFD’s Otis Worldwide OTIS Stock Holding History

SignatureFD’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 		$439K Buy
6,827
+1,843
+37% +$131K 0.01% 764
2026
Q2 		$357K Buy
4,984
+882
+22% +$65.9K ﹤0.01% 802
2026
Q1 		$316K Sell
4,102
-622
-13% -$54.4K ﹤0.01% 787
2025
Q4 		$413K Sell
4,724
-97
-2% -$8.68K 0.01% 672
2025
Q3 		$441K Sell
4,821
-1,251
-21% -$114K 0.01% 631
2025
Q2 		$601K Sell
6,072
-358
-6% -$34.6K 0.01% 503
2025
Q1 		$664K Buy
6,430
+729
+13% +$71.2K 0.01% 444
2024
Q4 		$528K Buy
5,701
+718
+14% +$72K 0.01% 507
2024
Q3 		$518K Sell
4,983
-458
-8% -$43.6K 0.01% 518
2024
Q2 		$524K Buy
5,441
+712
+15% +$68.6K 0.01% 479
2024
Q1 		$469K Buy
4,729
+11
+0.2% +$1.02K 0.01% 521
2023
Q4 		$422K Buy
4,718
+15
+0.3% +$1.25K 0.01% 520
2023
Q3 		$378K Buy
4,703
+267
+6% +$22.8K 0.01% 529
2023
Q2 		$395K Sell
4,436
-100
-2% -$8.42K 0.01% 521
2023
Q1 		$383K Buy
4,536
+362
+9% +$30K 0.01% 514
2022
Q4 		$327K Sell
4,174
-654
-14% -$48.3K 0.01% 534
2022
Q3 		$308K Buy
4,828
+9
+0.2% +$658 0.01% 527
2022
Q2 		$341K Buy
4,819
+755
+19% +$55.6K 0.01% 490
2022
Q1 		$313K Buy
4,064
+204
+5% +$16.3K 0.01% 565
2021
Q4 		$336K Buy
3,860
+73
+2% +$6.11K 0.01% 531
2021
Q3 		$312K Buy
3,787
+1,049
+38% +$92.2K 0.01% 526
2021
Q2 		$224K Buy
2,738
+9
+0.3% +$693 0.01% 619
2021
Q1 		$187K Buy
2,729
+270
+11% +$17.6K 0.01% 619
2020
Q4 		$166K Sell
2,459
-689
-22% -$44.7K 0.01% 600
2020
Q3 		$196K Buy
3,148
+485
+18% +$29.7K 0.01% 486
2020
Q2 		$151K Buy
+2,663
New +$138K 0.01% 539

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

SignatureFD's OTIS Position: Q3 2026 in Review

SignatureFD increased its Otis Worldwide (OTIS) stake by 37% in Q3 2026, buying an estimated $131K and bringing the position to 6,827 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #764.

SignatureFD first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $664K in Q1 2025. 664 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • SignatureFD held 6,827 shares of Otis Worldwide worth $439K as of Q3 2026.
  • SignatureFD bought 1,843 Otis Worldwide shares in Q3 2026, an estimated $131K.
  • Otis Worldwide made up 0.01% of SignatureFD's portfolio in Q3 2026, its #764 holding.
  • SignatureFD first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • SignatureFD's Otis Worldwide position peaked at $664K in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.