Westfuller Advisors
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Westfuller Advisors’s Otis Worldwide OTIS Stock Holding History

Westfuller 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 		$7.08K Buy
+110
New +$7.83K ﹤0.01% 533
2026
Q2 		– Sell
-47
Closed -$3.59K – 793
2026
Q1 		$3.59K Buy
47
+46
+4,600% +$4.02K ﹤0.01% 577
2025
Q4 		$55 Hold
1
– – ﹤0.01% 756
2025
Q3 		$57 Buy
+1
New +$91 ﹤0.01% 751

Other funds holding OTIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Westfuller Advisors's OTIS Position: Q3 2026 in Review

Westfuller Advisors opened a new position in Otis Worldwide (OTIS) in Q3 2026: 110 shares worth $7.08K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Westfuller Advisors previously reported a position in OTIS as recently as Q1 2026.

Westfuller Advisors first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Westfuller Advisors held 110 shares of Otis Worldwide worth $7.08K as of Q3 2026.
  • Otis Worldwide was a new Westfuller Advisors position in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Westfuller Advisors's portfolio in Q3 2026, its #533 holding.
  • Westfuller Advisors first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.