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

Aprio 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 		– Sell
-3,016
Closed -$232K – 655
2026
Q1 		$232K Buy
+3,016
New +$264K 0.01% 565
2025
Q3 		– Sell
-2,856
Closed -$283K – 453
2025
Q2 		$283K Sell
2,856
-1,080
-27% -$104K 0.03% 305
2025
Q1 		$406K Buy
3,936
+316
+9% +$30.9K 0.05% 209
2024
Q4 		$335K Buy
3,620
+896
+33% +$89.9K 0.05% 190
2024
Q3 		$283K Sell
2,724
-254
-9% -$24.2K 0.05% 207
2024
Q2 		$287K Buy
2,978
+482
+19% +$46.5K 0.05% 175
2024
Q1 		$248K Buy
+2,496
New +$231K 0.05% 187

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

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

Aprio Wealth Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,016 shares — an estimated $232K sold.

Aprio Wealth Management first reported a position in OTIS in Q1 2024 and held it in 7 quarters. The position peaked at $406K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Aprio Wealth Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 3,016 Otis Worldwide shares in Q2 2026, an estimated $232K.
  • Aprio Wealth Management first reported a position in Otis Worldwide in Q1 2024 and held it in 7 quarters.
  • Aprio Wealth Management's Otis Worldwide position peaked at $406K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.