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Armstrong Advisory Group’s Otis Worldwide OTIS Stock Holding History

Armstrong Advisory Group’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 		$7.95K Sell
111
-27
-20% -$2.02K ﹤0.01% 742
2026
Q1 		$10.6K Hold
138
– – ﹤0.01% 677
2025
Q4 		$12.1K Hold
138
– – ﹤0.01% 647
2025
Q3 		$12.6K Hold
138
– – ﹤0.01% 638
2025
Q2 		$13.7K Sell
138
-117
-46% -$11.3K ﹤0.01% 603
2025
Q1 		$23.6K Hold
255
– – ﹤0.01% 486
2024
Q4 		$23.6K Buy
255
+54
+27% +$5.42K ﹤0.01% 486
2024
Q3 		$20.9K Hold
201
– – ﹤0.01% 504
2024
Q2 		$19.3K Sell
201
-46
-19% -$4.43K ﹤0.01% 502
2024
Q1 		$22.1K Hold
247
– – ﹤0.01% 466
2023
Q4 		$22.1K Hold
247
– – ﹤0.01% 466
2023
Q3 		$19.8K Hold
247
– – ﹤0.01% 494
2023
Q2 		$22K Hold
247
– – ﹤0.01% 482
2023
Q1 		$20.8K Hold
247
– – ﹤0.01% 468
2022
Q4 		$19.3K Buy
+247
New +$18.2K ﹤0.01% 497

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
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Armstrong Advisory Group's OTIS Position: Q2 2026 in Review

Armstrong Advisory Group reduced its Otis Worldwide (OTIS) stake by 20% in Q2 2026, selling an estimated $2.02K and leaving 111 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Armstrong Advisory Group first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.6K in Q1 2025. 226 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Armstrong Advisory Group held 111 shares of Otis Worldwide worth $7.95K as of Q2 2026.
  • Armstrong Advisory Group sold 27 Otis Worldwide shares in Q2 2026, an estimated $2.02K.
  • Otis Worldwide made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #742 holding.
  • Armstrong Advisory Group first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's Otis Worldwide position peaked at $23.6K in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.