Westhampton Capital
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Westhampton Capital’s Otis Worldwide OTIS Stock Holding History

Westhampton 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 		$376K Sell
5,843
-375
-6% -$26.7K 0.17% 97
2026
Q2 		$445K Hold
6,218
– – 0.18% 91
2026
Q1 		$479K Hold
6,218
– – 0.22% 84
2025
Q4 		$543K Sell
6,218
-7
-0.1% -$626 0.26% 83
2025
Q3 		$569K Hold
6,225
– – 0.28% 81
2025
Q2 		$616K Sell
6,225
-162
-3% -$15.6K 0.32% 78
2025
Q1 		$659K Sell
6,387
-200
-3% -$19.5K 0.36% 79
2024
Q4 		$610K Hold
6,587
– – 0.31% 80
2024
Q3 		$685K Hold
6,587
– – 0.35% 77
2024
Q2 		$634K Hold
6,587
– – 0.34% 78
2024
Q1 		$654K Hold
6,587
– – 0.36% 79
2023
Q4 		$589K Sell
6,587
-375
-5% -$31.2K 0.35% 80
2023
Q3 		$559K Hold
6,962
– – 0.36% 78
2023
Q2 		$620K Hold
6,962
– – 0.4% 69
2023
Q1 		$588K Hold
6,962
– – 0.38% 74
2022
Q4 		$545K Hold
6,962
– – 0.37% 78
2022
Q3 		$444K Hold
6,962
– – 0.33% 80
2022
Q2 		$492K Buy
6,962
+120
+2% +$8.84K 0.35% 82
2022
Q1 		$526K Sell
6,842
-125
-2% -$10K 0.34% 83
2021
Q4 		$607K Sell
6,967
-47
-0.7% -$3.93K 0.37% 76
2021
Q3 		$577K Sell
7,014
-87
-1% -$7.65K 0.39% 73
2021
Q2 		$581K Hold
7,101
– – 0.38% 73
2021
Q1 		$486K Sell
7,101
-122
-2% -$7.98K 0.34% 80
2020
Q4 		$488K Sell
7,223
-1,481
-17% -$96.1K 0.36% 74
2020
Q3 		$543K Sell
8,704
-937
-10% -$57.3K 0.44% 62
2020
Q2 		$548K Buy
+9,641
New +$500K 0.48% 62

Other funds holding OTIS

Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Lazard Frères Gestion
Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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

Westhampton Capital's OTIS Position: Q3 2026 in Review

Westhampton Capital reduced its Otis Worldwide (OTIS) stake by 6% in Q3 2026, selling an estimated $26.7K and leaving 5,843 shares worth $376K. The position accounts for 0.17% of the portfolio, ranked #97.

Westhampton Capital first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $685K in Q3 2024. 571 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Westhampton Capital held 5,843 shares of Otis Worldwide worth $376K as of Q3 2026.
  • Westhampton Capital sold 375 Otis Worldwide shares in Q3 2026, an estimated $26.7K.
  • Otis Worldwide made up 0.17% of Westhampton Capital's portfolio in Q3 2026, its #97 holding.
  • Westhampton Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • Westhampton Capital's Otis Worldwide position peaked at $685K in Q3 2024.
  • 571 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Westhampton Capital's 13F filing for Q3 2026, filed 30 Oct 2026.