AWM
OTIS icon

Activest Wealth Management’s Otis Worldwide OTIS Stock Holding History

Activest 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 		$19.2K Buy
268
+179
+201% +$13.4K ﹤0.01% 454
2026
Q1 		$6.86K Sell
89
-172
-66% -$15K ﹤0.01% 763
2025
Q4 		$22.8K Buy
261
+228
+691% +$20.4K ﹤0.01% 478
2025
Q3 		$3.02K Sell
33
-11
-25% -$999 ﹤0.01% 733
2025
Q2 		$4.36K Sell
44
-60
-58% -$5.79K ﹤0.01% 569
2025
Q1 		$10.7K Buy
104
+100
+2,500% +$9.77K ﹤0.01% 387
2024
Q4 		$370 Buy
+4
New +$401 ﹤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

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

Activest Wealth Management increased its Otis Worldwide (OTIS) stake by 201% in Q2 2026, buying an estimated $13.4K and bringing the position to 268 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Activest Wealth Management first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.8K in Q4 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Activest Wealth Management held 268 shares of Otis Worldwide worth $19.2K as of Q2 2026.
  • Activest Wealth Management bought 179 Otis Worldwide shares in Q2 2026, an estimated $13.4K.
  • Otis Worldwide made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #454 holding.
  • Activest Wealth Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's Otis Worldwide position peaked at $22.8K in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.