Woodstock Corp’s Otis Worldwide OTIS Stock Holding History

Woodstock 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	$531K	Sell	8,258 -97	-1%	-$6.9K	0.04%	113
2026 Q2	$598K	Sell	8,355 -702	-8%	-$52.4K	0.05%	116
2026 Q1	$698K	Sell	9,057 -902	-9%	-$78.9K	0.06%	109
2025 Q4	$870K	Sell	9,959 -50	-0.5%	-$4.47K	0.07%	106
2025 Q3	$915K	Sell	10,009 -10	-0.1%	-$908	0.08%	106
2025 Q2	$992K	Sell	10,019 -1,246	-11%	-$120K	0.09%	101
2025 Q1	$1.16M	Sell	11,265 -1,158	-9%	-$113K	0.11%	96
2024 Q4	$1.15M	Sell	12,423 -137	-1%	-$13.7K	0.11%	98
2024 Q3	$1.31M	Sell	12,560 -74	-0.6%	-$7.05K	0.13%	95
2024 Q2	$1.22M	Sell	12,634 -490	-4%	-$47.2K	0.12%	94
2024 Q1	$1.3M	Sell	13,124 -127	-1%	-$11.7K	0.13%	93
2023 Q4	$1.19M	Sell	13,251 -507	-4%	-$42.2K	0.14%	95
2023 Q3	$1.1M	Sell	13,758 -336	-2%	-$28.7K	0.14%	94
2023 Q2	$1.25M	Sell	14,094 -296	-2%	-$24.9K	0.15%	93
2023 Q1	$1.21M	Sell	14,390 -75	-0.5%	-$6.21K	0.15%	91
2022 Q4	$1.13M	Sell	14,465 -327	-2%	-$24.1K	0.15%	92
2022 Q3	$944K	Sell	14,792 -3,249	-18%	-$238K	0.14%	94
2022 Q2	$1.27M	Sell	18,041 -77	-0.4%	-$5.67K	0.18%	85
2022 Q1	$1.39M	Sell	18,118 -3,971	-18%	-$317K	0.16%	89
2021 Q4	$1.92M	Sell	22,089 -183	-0.8%	-$15.3K	0.2%	83
2021 Q3	$1.83M	Sell	22,272 -592	-3%	-$52.1K	0.21%	81
2021 Q2	$1.87M	Sell	22,864 -37	-0.2%	-$2.85K	0.22%	78
2021 Q1	$1.57M	Sell	22,901 -560	-2%	-$36.6K	0.2%	81
2020 Q4	$1.58M	Sell	23,461 -4,924	-17%	-$319K	0.21%	74
2020 Q3	$1.77M	Sell	28,385 -9,731	-26%	-$595K	0.29%	66
2020 Q2	$2.17M	Buy	+38,116	New	+$1.97M	0.37%	64

Other funds holding OTIS

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Woodstock Corp's OTIS Position: Q3 2026 in Review

Woodstock Corp reduced its Otis Worldwide (OTIS) stake by 1.2% in Q3 2026, selling an estimated $6.9K and leaving 8,258 shares worth $531K. The position accounts for 0.04% of the portfolio, ranked #113.

Woodstock Corp first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.17M in Q2 2020. 94 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Woodstock Corp held 8,258 shares of Otis Worldwide worth $531K as of Q3 2026.
Woodstock Corp sold 97 Otis Worldwide shares in Q3 2026, an estimated $6.9K.
Otis Worldwide made up 0.04% of Woodstock Corp's portfolio in Q3 2026, its #113 holding.
Woodstock Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
Woodstock Corp's Otis Worldwide position peaked at $2.17M in Q2 2020.
94 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Woodstock Corp's 13F filing for Q3 2026, filed 13 Oct 2026.