WD Rutherford
OTIS icon

WD Rutherford’s Otis Worldwide OTIS Stock Holding History

WD Rutherford’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
-6,142
Closed -$440K – 82
2026
Q2 		$440K Sell
6,142
-15,823
-72% -$1.18M 0.16% 68
2026
Q1 		$1.69M Buy
+21,965
New +$1.92M 0.75% 45

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

WD Rutherford's OTIS Position: Q3 2026 in Review

WD Rutherford sold out of Otis Worldwide (OTIS) in Q3 2026, closing a stake of 6,142 shares — an estimated $440K sold.

WD Rutherford first reported a position in OTIS in Q1 2026 and held it in 2 quarters. The position peaked at $1.69M in Q1 2026. 454 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • WD Rutherford reported no remaining Otis Worldwide position as of Q3 2026 after selling out during the quarter.
  • WD Rutherford sold 6,142 Otis Worldwide shares in Q3 2026, an estimated $440K.
  • WD Rutherford first reported a position in Otis Worldwide in Q1 2026 and held it in 2 quarters.
  • WD Rutherford's Otis Worldwide position peaked at $1.69M in Q1 2026.
  • 454 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.