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Anchyra Partners’s Otis Worldwide OTIS Stock Holding History

Anchyra Partners’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 		$587K Sell
8,195
-159
-2% -$11.9K 0.14% 130
2026
Q1 		$644K Sell
8,354
-138
-2% -$12.1K 0.2% 108
2025
Q4 		$742K Buy
+8,492
New +$760K 0.23% 94

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Anchyra Partners's OTIS Position: Q2 2026 in Review

Anchyra Partners reduced its Otis Worldwide (OTIS) stake by 1.9% in Q2 2026, selling an estimated $11.9K and leaving 8,195 shares worth $587K. The position accounts for 0.14% of the portfolio, ranked #130.

Anchyra Partners first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $742K in Q4 2025. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Anchyra Partners held 8,195 shares of Otis Worldwide worth $587K as of Q2 2026.
  • Anchyra Partners sold 159 Otis Worldwide shares in Q2 2026, an estimated $11.9K.
  • Otis Worldwide made up 0.14% of Anchyra Partners's portfolio in Q2 2026, its #130 holding.
  • Anchyra Partners first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Anchyra Partners's Otis Worldwide position peaked at $742K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Anchyra Partners's 13F filing for Q2 2026, filed 23 Jul 2026.