Toth Financial Advisory’s Otis Worldwide OTIS Stock Holding History

Toth Financial Advisory’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	$32.2K	Hold	500	–	–	﹤0.01%	438
2026 Q2	$35.8K	Hold	500	–	–	﹤0.01%	423
2026 Q1	$38.5K	Sell	500 -335	-40%	-$29.3K	﹤0.01%	389
2025 Q4	$72.9K	Hold	835	–	–	0.01%	301
2025 Q3	$76.3K	Buy	835 +385	+86%	+$34.9K	0.01%	292
2025 Q2	$44.6K	Buy	+450	New	+$43.4K	0.01%	325
2024 Q3	–	Sell	-45	Closed	-$4.33K	–	760
2024 Q2	$4.33K	Hold	45	–	–	﹤0.01%	539
2024 Q1	$4.47K	Hold	45	–	–	﹤0.01%	533
2023 Q4	$4.03K	Hold	45	–	–	﹤0.01%	553
2023 Q3	$3.61K	Hold	45	–	–	﹤0.01%	575
2023 Q2	$4.01K	Sell	45 -71	-61%	-$5.98K	﹤0.01%	574
2023 Q1	$9.79K	Buy	116 +71	+158%	+$5.88K	﹤0.01%	462
2022 Q4	$3.52K	Hold	45	–	–	﹤0.01%	534
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	607
2022 Q2	$3K	Hold	45	–	–	﹤0.01%	565
2022 Q1	$3K	Hold	45	–	–	﹤0.01%	595
2021 Q4	$4K	Hold	45	–	–	﹤0.01%	592
2021 Q3	$4K	Hold	45	–	–	﹤0.01%	583
2021 Q2	$4K	Sell	45 -31	-41%	-$2.39K	﹤0.01%	525
2021 Q1	$5K	Hold	76	–	–	﹤0.01%	515
2020 Q4	$5K	Hold	76	–	–	﹤0.01%	464
2020 Q3	$5K	Hold	76	–	–	﹤0.01%	431
2020 Q2	$4K	Buy	+76	New	+$3.94K	﹤0.01%	427

Other funds holding OTIS

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Ridgewood Investments Springfield, New Jersey $271M AUM

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

CNTOF

Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

BSC

Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Toth Financial Advisory's OTIS Position: Q3 2026 in Review

Toth Financial Advisory held its Otis Worldwide (OTIS) position steady in Q3 2026 at 500 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Toth Financial Advisory first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $76.3K in Q3 2025. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Toth Financial Advisory held 500 shares of Otis Worldwide worth $32.2K as of Q3 2026.
Toth Financial Advisory left its Otis Worldwide share count unchanged in Q3 2026.
Otis Worldwide made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #438 holding.
Toth Financial Advisory first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
Toth Financial Advisory's Otis Worldwide position peaked at $76.3K in Q3 2025.
55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.