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Ares Financial Consulting’s Otis Worldwide OTIS Stock Holding History

Ares Financial Consulting’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 		$119K Sell
1,658
-55
-3% -$4.11K 0.09% 132
2026
Q1 		$133K Buy
1,713
+80
+5% +$7K 0.1% 104
2025
Q4 		$143K Buy
+1,633
New +$146K 0.14% 88

Other funds holding OTIS

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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ares Financial Consulting's OTIS Position: Q2 2026 in Review

Ares Financial Consulting reduced its Otis Worldwide (OTIS) stake by 3.2% in Q2 2026, selling an estimated $4.11K and leaving 1,658 shares worth $119K. The position accounts for 0.09% of the portfolio, ranked #132.

Ares Financial Consulting first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $143K in Q4 2025. 584 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ares Financial Consulting held 1,658 shares of Otis Worldwide worth $119K as of Q2 2026.
  • Ares Financial Consulting sold 55 Otis Worldwide shares in Q2 2026, an estimated $4.11K.
  • Otis Worldwide made up 0.09% of Ares Financial Consulting's portfolio in Q2 2026, its #132 holding.
  • Ares Financial Consulting first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Otis Worldwide position peaked at $143K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.