Aspect Partners’s Otis Worldwide OTIS Stock Holding History

Aspect Partners’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	$2.08K	Sell	29 -18	-38%	-$1.34K	﹤0.01%	508
2026 Q1	$3.62K	Hold	47	–	–	﹤0.01%	408
2025 Q4	$4.11K	Buy	47 +8	+21%	+$716	﹤0.01%	412
2025 Q3	$3.57K	Buy	39 +14	+56%	+$1.27K	﹤0.01%	457
2025 Q2	$2.48K	Buy	25 +5	+25%	+$483	﹤0.01%	453
2025 Q1	$2.06K	Hold	20	–	–	﹤0.01%	448
2024 Q4	$1.85K	Hold	20	–	–	﹤0.01%	483
2024 Q3	$2.08K	Sell	20 -3	-13%	-$286	﹤0.01%	441
2024 Q2	$2.21K	Hold	23	–	–	﹤0.01%	452
2024 Q1	$2.28K	Buy	23 +3	+15%	+$277	﹤0.01%	439
2023 Q4	$1.79K	Buy	+20	New	+$1.66K	﹤0.01%	447

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aspect Partners's OTIS Position: Q2 2026 in Review

Aspect Partners reduced its Otis Worldwide (OTIS) stake by 38% in Q2 2026, selling an estimated $1.34K and leaving 29 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Aspect Partners first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.11K in Q4 2025. 283 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Aspect Partners held 29 shares of Otis Worldwide worth $2.08K as of Q2 2026.
Aspect Partners sold 18 Otis Worldwide shares in Q2 2026, an estimated $1.34K.
Otis Worldwide made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #508 holding.
Aspect Partners first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Otis Worldwide position peaked at $4.11K in Q4 2025.
283 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.