Ameritas Advisory Services’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$112K Buy
+1,571
New +$117K ﹤0.01% 1155
2025
Q4
Sell
-318
Closed -$29.1K 1751
2025
Q3
$29.1K Sell
318
-439
-58% -$39.9K ﹤0.01% 1297
2025
Q2
$74.9K Buy
+757
New +$73.1K ﹤0.01% 1116
2023
Q2
Sell
-918
Closed -$76.8K 1922
2023
Q1
$76.8K Buy
+918
New +$76K ﹤0.01% 1101

Other funds holding OTIS

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

Ameritas Advisory Services opened a new position in Otis Worldwide (OTIS) in Q2 2026: 1,571 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1155 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in OTIS as recently as Q3 2025.

Ameritas Advisory Services first reported a position in OTIS in Q1 2023 and has held it in 4 quarters since. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ameritas Advisory Services held 1,571 shares of Otis Worldwide worth $112K as of Q2 2026.
  • Otis Worldwide was a new Ameritas Advisory Services position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1155 holding.
  • Ameritas Advisory Services first reported a position in Otis Worldwide in Q1 2023 and has held it in 4 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.