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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Third View Private Wealth's OTIS Position: Q2 2026 in Review

Third View Private Wealth increased its Otis Worldwide (OTIS) stake by 128% in Q2 2026, buying an estimated $2.33M and bringing the position to 55,533 shares worth $3.98M. The position accounts for 0.49% of the portfolio, ranked #42.

Third View Private Wealth first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Third View Private Wealth held 55,533 shares of Otis Worldwide worth $3.98M as of Q2 2026.
  • Third View Private Wealth bought 31,197 Otis Worldwide shares in Q2 2026, an estimated $2.33M.
  • Otis Worldwide made up 0.49% of Third View Private Wealth's portfolio in Q2 2026, its #42 holding.
  • Third View Private Wealth first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.