Acima Private Wealth’s Otis Worldwide OTIS Stock Holding History

Acima Private Wealth’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	$46.5K	Hold	650	–	–	0.01%	140
2026 Q1	$50.1K	Hold	650	–	–	0.02%	142
2025 Q4	$56.8K	Hold	650	–	–	0.02%	137
2025 Q3	$59.4K	Hold	650	–	–	0.02%	142
2025 Q2	$64.4K	Hold	650	–	–	0.02%	143
2025 Q1	$67.1K	Hold	650	–	–	0.02%	145
2024 Q4	$60.2K	Hold	650	–	–	0.02%	149
2024 Q3	$67.6K	Hold	650	–	–	0.02%	147
2024 Q2	$62.6K	Hold	650	–	–	0.02%	146
2024 Q1	$64.5K	Hold	650	–	–	0.02%	152
2023 Q4	$58.2K	Hold	650	–	–	0.02%	159
2023 Q3	$52.2K	Sell	650 -184	-22%	-$15.7K	0.02%	164
2023 Q2	$74.2K	Hold	834	–	–	0.04%	158
2023 Q1	$70.4K	Hold	834	–	–	0.03%	160
2022 Q4	$65.3K	Hold	834	–	–	0.03%	150
2022 Q3	$53.2K	Hold	834	–	–	0.03%	153
2022 Q2	$58.9K	Hold	834	–	–	0.03%	153
2022 Q1	$64K	Hold	834	–	–	0.03%	158
2021 Q4	$73K	Hold	834	–	–	0.03%	158
2021 Q3	$69K	Hold	834	–	–	0.03%	155
2021 Q2	$68K	Hold	834	–	–	0.03%	156
2021 Q1	$57K	Hold	834	–	–	0.03%	158
2020 Q4	$56K	Hold	834	–	–	0.03%	154
2020 Q3	$52K	Hold	834	–	–	0.03%	150
2020 Q2	$47K	Buy	+834	New	+$43.2K	0.03%	162

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Acima Private Wealth's OTIS Position: Q2 2026 in Review

Acima Private Wealth held its Otis Worldwide (OTIS) position steady in Q2 2026 at 650 shares worth $46.5K. The position accounts for 0.01% of the portfolio, ranked #140.

Acima Private Wealth first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $74.2K in Q2 2023. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Acima Private Wealth held 650 shares of Otis Worldwide worth $46.5K as of Q2 2026.
Acima Private Wealth left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.01% of Acima Private Wealth's portfolio in Q2 2026, its #140 holding.
Acima Private Wealth first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Acima Private Wealth's Otis Worldwide position peaked at $74.2K in Q2 2023.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.