Triangle Securities Wealth Management
OTIS icon

Triangle Securities Wealth Management’s Otis Worldwide OTIS Stock Holding History

Triangle Securities Wealth Management’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 		– Sell
-4,786
Closed -$343K – 217
2026
Q2 		$343K Sell
4,786
-5,906
-55% -$441K 0.07% 176
2026
Q1 		$824K Sell
10,692
-922
-8% -$80.7K 0.19% 117
2025
Q4 		$1.01M Sell
11,614
-1,253
-10% -$112K 0.21% 107
2025
Q3 		$1.18M Buy
12,867
+532
+4% +$48.3K 0.27% 92
2025
Q2 		$1.22M Sell
12,335
-882
-7% -$85.1K 0.3% 84
2025
Q1 		$1.36M Sell
13,217
-549
-4% -$53.6K 0.35% 76
2024
Q4 		$1.27M Sell
13,766
-640
-4% -$64.2K 0.33% 76
2024
Q3 		$1.5M Sell
14,406
-292
-2% -$27.8K 0.39% 70
2024
Q2 		$1.41M Sell
14,698
-80
-0.5% -$7.71K 0.4% 70
2024
Q1 		$1.47M Sell
14,778
-65
-0.4% -$6.01K 0.42% 70
2023
Q4 		$1.33M Sell
14,843
-40
-0.3% -$3.33K 0.41% 72
2023
Q3 		$1.2M Sell
14,883
-215
-1% -$18.4K 0.43% 72
2023
Q2 		$1.34M Sell
15,098
-635
-4% -$53.5K 0.46% 68
2023
Q1 		$1.33M Sell
15,733
-715
-4% -$59.2K 0.47% 66
2022
Q4 		$1.29M Sell
16,448
-730
-4% -$53.9K 0.47% 66
2022
Q3 		$1.1M Sell
17,178
-726
-4% -$53.1K 0.45% 67
2022
Q2 		$1.26M Sell
17,904
-204
-1% -$15K 0.49% 67
2022
Q1 		$1.39M Sell
18,108
-1,143
-6% -$91.4K 0.47% 73
2021
Q4 		$1.68M Sell
19,251
-11
-0.1% -$921 0.52% 64
2021
Q3 		$1.58M Sell
19,262
-77
-0.4% -$6.77K 0.54% 63
2021
Q2 		$1.58M Sell
19,339
-40
-0.2% -$3.08K 0.53% 67
2021
Q1 		$1.33M Sell
19,379
-34
-0.2% -$2.22K 0.48% 69
2020
Q4 		$1.31M Buy
19,413
+150
+0.8% +$9.7K 0.52% 65
2020
Q3 		$1.2M Buy
19,263
+365
+2% +$22.3K 0.54% 64
2020
Q2 		$1.08M Buy
+18,898
New +$979K 0.51% 67

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Triangle Securities Wealth Management's OTIS Position: Q3 2026 in Review

Triangle Securities Wealth Management sold out of Otis Worldwide (OTIS) in Q3 2026, closing a stake of 4,786 shares — an estimated $343K sold.

Triangle Securities Wealth Management first reported a position in OTIS in Q2 2020 and held it in 25 quarters. The position peaked at $1.68M in Q4 2021. 336 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Triangle Securities Wealth Management reported no remaining Otis Worldwide position as of Q3 2026 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 4,786 Otis Worldwide shares in Q3 2026, an estimated $343K.
  • Triangle Securities Wealth Management first reported a position in Otis Worldwide in Q2 2020 and held it in 25 quarters.
  • Triangle Securities Wealth Management's Otis Worldwide position peaked at $1.68M in Q4 2021.
  • 336 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.