Third View Private Wealth
OTIS icon

Third View Private Wealth’s Otis Worldwide OTIS Stock Holding History

Third View Private Wealth’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 		$4.49M Buy
69,753
+14,220
+26% +$1.01M 0.53% 41
2026
Q2 		$3.98M Buy
55,533
+31,197
+128% +$2.33M 0.49% 42
2026
Q1 		$1.88M Buy
+24,336
New +$2.13M 0.26% 88

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 20.77% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Third View Private Wealth's OTIS Position: Q3 2026 in Review

Third View Private Wealth increased its Otis Worldwide (OTIS) stake by 26% in Q3 2026, buying an estimated $1.01M and bringing the position to 69,753 shares worth $4.49M. The position accounts for 0.53% of the portfolio, ranked #41.

Third View Private Wealth first reported a position in OTIS in Q1 2026 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Third View Private Wealth held 69,753 shares of Otis Worldwide worth $4.49M as of Q3 2026.
  • Third View Private Wealth bought 14,220 Otis Worldwide shares in Q3 2026, an estimated $1.01M.
  • Otis Worldwide made up 0.53% of Third View Private Wealth's portfolio in Q3 2026, its #41 holding.
  • Third View Private Wealth first reported a position in Otis Worldwide in Q1 2026 and has held it in 3 quarters since.
  • 613 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.