AWM
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Apollon Wealth Management’s Otis Worldwide OTIS Stock Holding History

Apollon 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 		$1.07M Buy
14,948
+5,115
+52% +$382K 0.01% 711
2026
Q1 		$758K Buy
9,833
+2,926
+42% +$256K 0.01% 702
2025
Q4 		$603K Sell
6,907
-2,569
-27% -$230K 0.01% 766
2025
Q3 		$866K Sell
9,476
-2,221
-19% -$202K 0.02% 623
2025
Q2 		$1.16M Buy
11,697
+3,783
+48% +$365K 0.02% 513
2025
Q1 		$817K Sell
7,914
-362
-4% -$35.4K 0.02% 572
2024
Q4 		$766K Buy
8,276
+1,706
+26% +$171K 0.02% 605
2024
Q3 		$683K Sell
6,570
-959
-13% -$91.4K 0.02% 604
2024
Q2 		$725K Sell
7,529
-453
-6% -$43.7K 0.02% 563
2024
Q1 		$792K Buy
7,982
+3,139
+65% +$290K 0.02% 538
2023
Q4 		$433K Buy
4,843
+475
+11% +$39.5K 0.02% 705
2023
Q3 		$351K Sell
4,368
-206
-5% -$17.6K 0.02% 651
2023
Q2 		$407K Sell
4,574
-671
-13% -$56.5K 0.02% 660
2023
Q1 		$443K Buy
5,245
+109
+2% +$9.02K 0.03% 570
2022
Q4 		$402K Buy
5,136
+1,797
+54% +$133K 0.03% 578
2022
Q3 		$213K Buy
3,339
+465
+16% +$34K 0.02% 710
2022
Q2 		$203K Sell
2,874
-327
-10% -$24.1K 0.02% 681
2022
Q1 		$246K Buy
+3,201
New +$256K 0.02% 644
2020
Q3 		– Sell
-98
Closed -$6K – 528
2020
Q2 		$6K Buy
+98
New +$5.08K ﹤0.01% 544

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

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

Apollon Wealth Management increased its Otis Worldwide (OTIS) stake by 52% in Q2 2026, buying an estimated $382K and bringing the position to 14,948 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #711.

Apollon Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.16M in Q2 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Apollon Wealth Management held 14,948 shares of Otis Worldwide worth $1.07M as of Q2 2026.
  • Apollon Wealth Management bought 5,115 Otis Worldwide shares in Q2 2026, an estimated $382K.
  • Otis Worldwide made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #711 holding.
  • Apollon Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 19 quarters since.
  • Apollon Wealth Management's Otis Worldwide position peaked at $1.16M in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.