William Allan Corp
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William Allan Corp’s Otis Worldwide OTIS Stock Holding History

William Allan Corp’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 		$3.67M Sell
57,074
-739
-1% -$52.6K 1.84% 19
2026
Q2 		$4.14M Buy
57,813
+7,806
+16% +$583K 2.02% 18
2026
Q1 		$3.85M Buy
50,007
+576
+1% +$50.4K 2.28% 18
2025
Q4 		$4.32M Buy
49,431
+281
+0.6% +$25.1K 2.45% 16
2025
Q3 		$4.49M Sell
49,150
-293
-0.6% -$26.6K 2.52% 17
2025
Q2 		$4.9M Buy
49,443
+225
+0.5% +$21.7K 2.85% 16
2025
Q1 		$5.08M Buy
49,218
+674
+1% +$65.8K 3.18% 13
2024
Q4 		$4.5M Buy
48,544
+1,198
+3% +$120K 2.76% 14
2024
Q3 		$4.92M Buy
47,346
+272
+0.6% +$25.9K 3.06% 12
2024
Q2 		$4.53M Buy
47,074
+202
+0.4% +$19.5K 3.03% 11
2024
Q1 		$4.65M Buy
46,872
+55
+0.1% +$5.08K 3.09% 13
2023
Q4 		$4.19M Sell
46,817
-680
-1% -$56.5K 3% 14
2023
Q3 		$3.81M Sell
47,497
-751
-2% -$64.2K 3.02% 13
2023
Q2 		$4.29M Buy
48,248
+12,091
+33% +$1.02M 3.29% 13
2023
Q1 		$3.05M Sell
36,157
-445
-1% -$36.8K 2.42% 19
2022
Q4 		$2.87M Sell
36,602
-529
-1% -$39.1K 2.41% 20
2022
Q3 		$2.37M Buy
37,131
+59
+0.2% +$4.32K 2.19% 21
2022
Q2 		$2.62M Buy
37,072
+5
+0% +$368 2.33% 19
2022
Q1 		$2.85M Buy
37,067
+1,190
+3% +$95.1K 2.15% 19
2021
Q4 		$3.12M Buy
+35,877
New +$3M 2.22% 21

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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

William Allan Corp's OTIS Position: Q3 2026 in Review

William Allan Corp reduced its Otis Worldwide (OTIS) stake by 1.3% in Q3 2026, selling an estimated $52.6K and leaving 57,074 shares worth $3.67M. The position accounts for 1.84% of the portfolio, ranked #19.

William Allan Corp first reported a position in OTIS in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.08M in Q1 2025. 422 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • William Allan Corp held 57,074 shares of Otis Worldwide worth $3.67M as of Q3 2026.
  • William Allan Corp sold 739 Otis Worldwide shares in Q3 2026, an estimated $52.6K.
  • Otis Worldwide made up 1.84% of William Allan Corp's portfolio in Q3 2026, its #19 holding.
  • William Allan Corp first reported a position in Otis Worldwide in Q4 2021 and has held it in 20 quarters since.
  • William Allan Corp's Otis Worldwide position peaked at $5.08M in Q1 2025.
  • 422 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on William Allan Corp's 13F filing for Q3 2026, filed 14 Oct 2026.