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Apella Capital’s Otis Worldwide OTIS Stock Holding History

Apella Capital’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 		$314K Buy
4,274
+117
+3% +$8.74K ﹤0.01% 573
2026
Q1 		$338K Buy
4,157
+1,177
+39% +$103K 0.01% 527
2025
Q4 		$260K Buy
+2,980
New +$267K 0.01% 470

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Apella Capital's OTIS Position: Q2 2026 in Review

Apella Capital increased its Otis Worldwide (OTIS) stake by 2.8% in Q2 2026, buying an estimated $8.74K and bringing the position to 4,274 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Apella Capital first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $338K in Q1 2026. 169 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Apella Capital held 4,274 shares of Otis Worldwide worth $314K as of Q2 2026.
  • Apella Capital bought 117 Otis Worldwide shares in Q2 2026, an estimated $8.74K.
  • Otis Worldwide made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #573 holding.
  • Apella Capital first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's Otis Worldwide position peaked at $338K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.