AWM
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Abound Wealth Management’s Otis Worldwide OTIS Stock Holding History

Abound Wealth Management’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
Q2 		$17.9K Sell
250
-103
-29% -$7.69K ﹤0.01% 385
2026
Q1 		$27.2K Buy
353
+45
+15% +$3.94K 0.01% 340
2025
Q4 		$26.9K Sell
308
-34
-10% -$3.04K 0.01% 316
2025
Q3 		$31.2K Sell
342
-248
-42% -$22.5K 0.01% 285
2025
Q2 		$58.4K Buy
590
+3
+0.5% +$290 0.02% 183
2025
Q1 		$60.6K Buy
587
+515
+715% +$50.3K 0.02% 164
2024
Q4 		$6.71K Hold
72
– – ﹤0.01% 470
2024
Q3 		$7.52K Hold
72
– – ﹤0.01% 469
2024
Q2 		$6.96K Sell
72
-5
-6% -$482 ﹤0.01% 432
2024
Q1 		$7.68K Hold
77
– – ﹤0.01% 428
2023
Q4 		$6.92K Hold
77
– – ﹤0.01% 437
2023
Q3 		$6.2K Hold
77
– – ﹤0.01% 417
2023
Q2 		$6.87K Buy
77
+10
+15% +$842 ﹤0.01% 414
2023
Q1 		$5.67K Hold
67
– – ﹤0.01% 379
2022
Q4 		$5.25K Buy
67
+47
+235% +$3.47K ﹤0.01% 341
2022
Q3 		$1.28K Buy
+20
New +$1.46K ﹤0.01% 567

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Abound Wealth Management's OTIS Position: Q2 2026 in Review

Abound Wealth Management reduced its Otis Worldwide (OTIS) stake by 29% in Q2 2026, selling an estimated $7.69K and leaving 250 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Abound Wealth Management first reported a position in OTIS in Q3 2022 and has held it in 16 quarters since. The position peaked at $60.6K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Abound Wealth Management held 250 shares of Otis Worldwide worth $17.9K as of Q2 2026.
  • Abound Wealth Management sold 103 Otis Worldwide shares in Q2 2026, an estimated $7.69K.
  • Otis Worldwide made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Abound Wealth Management first reported a position in Otis Worldwide in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Otis Worldwide position peaked at $60.6K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.