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Atlantic Edge Private Wealth Management’s Otis Worldwide OTIS Stock Holding History

Atlantic Edge Private 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 		$68K Sell
950
-91
-9% -$6.8K 0.01% 227
2026
Q1 		$80.2K Hold
1,041
– – 0.02% 198
2025
Q4 		$90.9K Hold
1,041
– – 0.02% 178
2025
Q3 		$95.2K Hold
1,041
– – 0.02% 170
2025
Q2 		$103K Hold
1,041
– – 0.03% 166
2025
Q1 		$107K Hold
1,041
– – 0.03% 158
2024
Q4 		$96.4K Hold
1,041
– – 0.03% 165
2024
Q3 		$108K Hold
1,041
– – 0.03% 161
2024
Q2 		$100K Sell
1,041
-140
-12% -$13.5K 0.03% 159
2024
Q1 		$117K Hold
1,181
– – 0.04% 150
2023
Q4 		$106K Buy
+1,181
New +$98.2K 0.04% 149

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

Atlantic Edge Private Wealth Management's OTIS Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Otis Worldwide (OTIS) stake by 8.7% in Q2 2026, selling an estimated $6.8K and leaving 950 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #227.

Atlantic Edge Private Wealth Management first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $117K in Q1 2024. 352 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 950 shares of Otis Worldwide worth $68K as of Q2 2026.
  • Atlantic Edge Private Wealth Management sold 91 Otis Worldwide shares in Q2 2026, an estimated $6.8K.
  • Otis Worldwide made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Otis Worldwide position peaked at $117K in Q1 2024.
  • 352 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.