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Valeo Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Valeo Financial Advisors’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 		$545K Buy
8,479
+4,122
+95% +$293K 0.01% 436
2026
Q2 		$312K Buy
4,357
+959
+28% +$71.6K 0.01% 615
2026
Q1 		$262K Sell
3,398
-1,316
-28% -$115K 0.01% 603
2025
Q4 		$412K Buy
4,714
+179
+4% +$16K 0.01% 516
2025
Q3 		$415K Sell
4,535
-48
-1% -$4.36K 0.01% 506
2025
Q2 		$454K Buy
4,583
+33
+0.7% +$3.19K 0.01% 477
2025
Q1 		$470K Buy
4,550
+67
+1% +$6.54K 0.01% 424
2024
Q4 		$415K Sell
4,483
-233
-5% -$23.4K 0.01% 453
2024
Q3 		$490K Sell
4,716
-16
-0.3% -$1.52K 0.01% 415
2024
Q2 		$455K Sell
4,732
-95
-2% -$9.15K 0.01% 419
2024
Q1 		$451K Sell
4,827
-53
-1% -$4.9K 0.02% 406
2023
Q4 		$437K Buy
4,880
+496
+11% +$41.2K 0.02% 399
2023
Q3 		$352K Sell
4,384
-353
-7% -$30.2K 0.02% 417
2023
Q2 		$422K Buy
4,737
+315
+7% +$26.5K 0.02% 349
2023
Q1 		$373K Hold
4,422
– – 0.02% 386
2022
Q4 		$346K Buy
4,422
+911
+26% +$67.3K 0.02% 349
2022
Q3 		$224K Sell
3,511
-12
-0.3% -$878 0.01% 420
2022
Q2 		$249K Sell
3,523
-111
-3% -$8.18K 0.02% 393
2022
Q1 		$280K Sell
3,634
-41
-1% -$3.28K 0.01% 465
2021
Q4 		$320K Sell
3,675
-728
-17% -$60.9K 0.02% 396
2021
Q3 		$362K Sell
4,403
-77
-2% -$6.77K 0.02% 364
2021
Q2 		$366K Sell
4,480
-214
-5% -$16.5K 0.02% 317
2021
Q1 		$321K Sell
4,694
-930
-17% -$60.8K 0.01% 344
2020
Q4 		$380K Sell
5,624
-356
-6% -$23.1K 0.02% 286
2020
Q3 		$373K Sell
5,980
-1,870
-24% -$114K 0.03% 224
2020
Q2 		$446K Buy
+7,850
New +$407K 0.04% 200

Other funds holding OTIS

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
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

Valeo Financial Advisors's OTIS Position: Q3 2026 in Review

Valeo Financial Advisors increased its Otis Worldwide (OTIS) stake by 95% in Q3 2026, buying an estimated $293K and bringing the position to 8,479 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #436.

Valeo Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Valeo Financial Advisors held 8,479 shares of Otis Worldwide worth $545K as of Q3 2026.
  • Valeo Financial Advisors bought 4,122 Otis Worldwide shares in Q3 2026, an estimated $293K.
  • Otis Worldwide made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #436 holding.
  • Valeo Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

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