ATS
OTIS icon

Ashton Thomas Securities’s Otis Worldwide OTIS Stock Holding History

Ashton Thomas Securities’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 		$1.94M Sell
27,089
-7,683
-22% -$574K 0.29% 81
2026
Q1 		$2.68M Buy
34,772
+8,310
+31% +$727K 0.34% 77
2025
Q4 		$2.32M Buy
26,462
+7,216
+37% +$646K 0.44% 56
2025
Q3 		$1.76M Buy
+19,246
New +$1.75M 0.25% 105
2024
Q4 		– Sell
-281
Closed -$29.2K – 947
2024
Q3 		$29.2K Buy
+281
New +$26.8K 0.01% 538

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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Ashton Thomas Securities's OTIS Position: Q2 2026 in Review

Ashton Thomas Securities reduced its Otis Worldwide (OTIS) stake by 22% in Q2 2026, selling an estimated $574K and leaving 27,089 shares worth $1.94M. The position accounts for 0.29% of the portfolio, ranked #81.

Ashton Thomas Securities first reported a position in OTIS in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.68M in Q1 2026. 388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ashton Thomas Securities held 27,089 shares of Otis Worldwide worth $1.94M as of Q2 2026.
  • Ashton Thomas Securities sold 7,683 Otis Worldwide shares in Q2 2026, an estimated $574K.
  • Otis Worldwide made up 0.29% of Ashton Thomas Securities's portfolio in Q2 2026, its #81 holding.
  • Ashton Thomas Securities first reported a position in Otis Worldwide in Q3 2024 and has held it in 5 quarters since.
  • Ashton Thomas Securities's Otis Worldwide position peaked at $2.68M in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.