Strive Financial Group’s Otis Worldwide OTIS Stock Holding History

Strive Financial Group’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	$2.25K	Buy	+35	New	+$2.49K	﹤0.01%	936

Other funds holding OTIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Strive Financial Group's OTIS Position: Q3 2026 in Review

Strive Financial Group opened a new position in Otis Worldwide (OTIS) in Q3 2026: 35 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #936 among its holdings.

737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Strive Financial Group held 35 shares of Otis Worldwide worth $2.25K as of Q3 2026.
Otis Worldwide was a new Strive Financial Group position in Q3 2026.
Otis Worldwide made up ﹤0.01% of Strive Financial Group's portfolio in Q3 2026, its #936 holding.
737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Strive Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.