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Wedmont Private Capital’s Otis Worldwide OTIS Stock Holding History

Wedmont Private Capital’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 		$360K Buy
5,443
+796
+17% +$56.6K 0.01% 700
2026
Q2 		$340K Sell
4,647
-933
-17% -$69.7K 0.01% 696
2026
Q1 		$444K Buy
5,580
+146
+3% +$12.8K 0.01% 538
2025
Q4 		$480K Sell
5,434
-85
-2% -$7.6K 0.02% 491
2025
Q3 		$499K Sell
5,519
-1,411
-20% -$128K 0.02% 462
2025
Q2 		$688K Sell
6,930
-676
-9% -$65.3K 0.03% 351
2025
Q1 		$738K Buy
7,606
+1,206
+19% +$118K 0.04% 278
2024
Q4 		$581K Buy
6,400
+299
+5% +$30K 0.03% 331
2024
Q3 		$635K Sell
6,101
-390
-6% -$37.2K 0.04% 302
2024
Q2 		$650K Buy
6,491
+195
+3% +$18.8K 0.04% 280
2024
Q1 		$624K Sell
6,296
-32
-0.5% -$2.96K 0.05% 276
2023
Q4 		$554K Buy
6,328
+262
+4% +$21.8K 0.05% 281
2023
Q3 		$485K Sell
6,066
-506
-8% -$43.3K 0.05% 264
2023
Q2 		$583K Buy
6,572
+263
+4% +$22.2K 0.06% 218
2023
Q1 		$499K Buy
6,309
+836
+15% +$69.2K 0.07% 226
2022
Q4 		$448K Sell
5,473
-3,362
-38% -$248K 0.07% 225
2022
Q3 		$564K Buy
8,835
+4,688
+113% +$343K 0.11% 143
2022
Q2 		$293K Buy
+4,147
New +$305K 0.06% 239

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

Wedmont Private Capital's OTIS Position: Q3 2026 in Review

Wedmont Private Capital increased its Otis Worldwide (OTIS) stake by 17% in Q3 2026, buying an estimated $56.6K and bringing the position to 5,443 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #700.

Wedmont Private Capital first reported a position in OTIS in Q2 2022 and has held it in 18 quarters since. The position peaked at $738K in Q1 2025. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Wedmont Private Capital held 5,443 shares of Otis Worldwide worth $360K as of Q3 2026.
  • Wedmont Private Capital bought 796 Otis Worldwide shares in Q3 2026, an estimated $56.6K.
  • Otis Worldwide made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #700 holding.
  • Wedmont Private Capital first reported a position in Otis Worldwide in Q2 2022 and has held it in 18 quarters since.
  • Wedmont Private Capital's Otis Worldwide position peaked at $738K in Q1 2025.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.