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AdviceOne Advisory Services’s Otis Worldwide OTIS Stock Holding History

AdviceOne Advisory Services’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 		$10M Sell
140,247
-36
-0% -$2.69K 5.67% 3
2026
Q1 		$10.8M Sell
140,283
-200
-0.1% -$17.5K 6.54% 3
2025
Q4 		$12.3M Sell
140,483
-1,688
-1% -$151K 7.25% 2
2025
Q3 		$13M Sell
142,171
-878
-0.6% -$79.7K 8.64% 3
2025
Q2 		$14.2M Buy
143,049
+927
+0.7% +$89.5K 10.45% 3
2025
Q1 		$14.7M Sell
142,122
-1,072
-0.7% -$105K 11.98% 3
2024
Q4 		$13.3M Buy
+143,194
New +$14.4M 11.77% 3

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

AdviceOne Advisory Services's OTIS Position: Q2 2026 in Review

AdviceOne Advisory Services reduced its Otis Worldwide (OTIS) stake by 0.03% in Q2 2026, selling an estimated $2.69K and leaving 140,247 shares worth $10M. The position accounts for 5.67% of the portfolio, ranked #3.

AdviceOne Advisory Services first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7M in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • AdviceOne Advisory Services held 140,247 shares of Otis Worldwide worth $10M as of Q2 2026.
  • AdviceOne Advisory Services sold 36 Otis Worldwide shares in Q2 2026, an estimated $2.69K.
  • Otis Worldwide made up 5.67% of AdviceOne Advisory Services's portfolio in Q2 2026, its #3 holding.
  • AdviceOne Advisory Services first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • AdviceOne Advisory Services's Otis Worldwide position peaked at $14.7M in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.