James T. Borello RIA
OTIS icon

James T. Borello RIA’s Otis Worldwide OTIS Stock Holding History

James T. Borello RIA’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 		$21K Buy
327
+149
+84% +$10.6K ﹤0.01% 413
2026
Q2 		$12.7K Buy
178
+40
+29% +$2.99K ﹤0.01% 530
2026
Q1 		$10.6K Buy
138
+32
+30% +$2.8K ﹤0.01% 548
2025
Q4 		$9.26K Buy
106
+20
+23% +$1.79K ﹤0.01% 435
2025
Q3 		$7.86K Buy
86
+56
+187% +$5.08K ﹤0.01% 350
2025
Q2 		$2.97K Hold
30
– – ﹤0.01% 242
2025
Q1 		$3.1K Hold
30
– – ﹤0.01% 191
2024
Q4 		$2.78K Hold
30
– – ﹤0.01% 166
2024
Q3 		$3.12K Hold
30
– – ﹤0.01% 156
2024
Q2 		$2.89K Hold
30
– – ﹤0.01% 145
2024
Q1 		$2.98K Hold
30
– – ﹤0.01% 145
2023
Q4 		$2.68K Buy
+30
New +$2.49K ﹤0.01% 125

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

James T. Borello RIA's OTIS Position: Q3 2026 in Review

James T. Borello RIA increased its Otis Worldwide (OTIS) stake by 84% in Q3 2026, buying an estimated $10.6K and bringing the position to 327 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

James T. Borello RIA first reported a position in OTIS in Q4 2023 and has held it in 12 quarters since. 275 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • James T. Borello RIA held 327 shares of Otis Worldwide worth $21K as of Q3 2026.
  • James T. Borello RIA bought 149 Otis Worldwide shares in Q3 2026, an estimated $10.6K.
  • Otis Worldwide made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #413 holding.
  • James T. Borello RIA first reported a position in Otis Worldwide in Q4 2023 and has held it in 12 quarters since.
  • 275 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.