Spurstone Advisory Services
OTIS icon

Spurstone Advisory Services’s Otis Worldwide OTIS Stock Holding History

Spurstone Advisory Services’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 		$4.38K Hold
68
– – 0.06% 55
2026
Q2 		$4.8K Buy
68
+43
+172% +$3.21K 0.07% 51
2026
Q1 		$1.93K Hold
25
– – 0.03% 43
2025
Q4 		$2.18K Hold
25
– – 0.03% 59
2025
Q3 		$2.28K Buy
+25
New +$2.27K 0.03% 75
2025
Q1 		– Sell
-1,000
Closed -$92.6K – 110
2024
Q4 		$92.6K Buy
+1,000
New +$100K 1.76% 16

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Lazard Frères Gestion
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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
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Spurstone Advisory Services's OTIS Position: Q3 2026 in Review

Spurstone Advisory Services held its Otis Worldwide (OTIS) position steady in Q3 2026 at 68 shares worth $4.38K. The position accounts for 0.06% of the portfolio, ranked #55.

Spurstone Advisory Services first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $92.6K in Q4 2024. 478 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Spurstone Advisory Services held 68 shares of Otis Worldwide worth $4.38K as of Q3 2026.
  • Spurstone Advisory Services left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up 0.06% of Spurstone Advisory Services's portfolio in Q3 2026, its #55 holding.
  • Spurstone Advisory Services first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Spurstone Advisory Services's Otis Worldwide position peaked at $92.6K in Q4 2024.
  • 478 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.