Trust Company’s Otis Worldwide OTIS Stock Holding History

Trust Company’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	$1.16K	Buy	+18	New	+$1.28K	﹤0.01%	596
2026 Q2	–	Sell	-1,625	Closed	-$125K	–	944
2026 Q1	$125K	Hold	1,625	–	–	0.01%	210
2025 Q4	$142K	Buy	+1,625	New	+$145K	0.01%	197
2021 Q3	–	Sell	-54	Closed	-$4K	–	315
2021 Q2	$4K	Hold	54	–	–	﹤0.01%	290
2021 Q1	$4K	Sell	54 -15	-22%	-$981	﹤0.01%	305
2020 Q4	$5K	Buy	69 +15	+28%	+$973	﹤0.01%	259
2020 Q3	$3K	Sell	54 -92	-63%	-$5.63K	﹤0.01%	291
2020 Q2	$8K	Buy	+146	New	+$7.57K	0.01%	248

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

Trust Company's OTIS Position: Q3 2026 in Review

Trust Company opened a new position in Otis Worldwide (OTIS) in Q3 2026: 18 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: Trust Company previously reported a position in OTIS as recently as Q1 2026.

Trust Company first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $142K in Q4 2025. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Trust Company held 18 shares of Otis Worldwide worth $1.16K as of Q3 2026.
Otis Worldwide was a new Trust Company position in Q3 2026.
Otis Worldwide made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #596 holding.
Trust Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
Trust Company's Otis Worldwide position peaked at $142K in Q4 2025.
55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.