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BOLTON SECURITIES CORPORATION’s Otis Worldwide OTIS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$146K Sell
2,263
-241
-10% -$17.1K 0.01% 1003
2026
Q2 		$179K Buy
2,504
+816
+48% +$61K 0.01% 933
2026
Q1 		$130K Buy
+1,688
New +$148K 0.01% 947
2025
Q3 		$114K Buy
+1,247
New +$113K 0.01% 917
2025
Q1 		$128K Buy
+1,241
New +$121K 0.01% 795

Other funds holding OTIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's OTIS Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Otis Worldwide (OTIS) stake by 9.6% in Q3 2026, selling an estimated $17.1K and leaving 2,263 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #1003.

BOLTON SECURITIES CORPORATION first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $179K in Q2 2026. 832 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,263 shares of Otis Worldwide worth $146K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 241 Otis Worldwide shares in Q3 2026, an estimated $17.1K.
  • Otis Worldwide made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1003 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Otis Worldwide position peaked at $179K in Q2 2026.
  • 832 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.