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Avanza Fonder’s Otis Worldwide OTIS Stock Holding History

Avanza Fonder’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 		$4.34M Buy
60,606
+12,520
+26% +$935K 0.09% 189
2026
Q1 		$3.71M Hold
48,086
– – 0.1% 187
2025
Q4 		$4.2M Buy
48,086
+7,377
+18% +$660K 0.11% 172
2025
Q3 		$3.72M Buy
40,709
+5,981
+17% +$543K 0.1% 170
2025
Q2 		$3.44M Hold
34,728
– – 0.1% 167
2025
Q1 		$3.61M Sell
34,728
-8,001
-19% -$782K 0.12% 162
2024
Q4 		$3.96M Buy
+42,729
New +$4.28M 0.12% 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

Avanza Fonder's OTIS Position: Q2 2026 in Review

Avanza Fonder increased its Otis Worldwide (OTIS) stake by 26% in Q2 2026, buying an estimated $935K and bringing the position to 60,606 shares worth $4.34M. The position accounts for 0.09% of the portfolio, ranked #189.

Avanza Fonder first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Avanza Fonder held 60,606 shares of Otis Worldwide worth $4.34M as of Q2 2026.
  • Avanza Fonder bought 12,520 Otis Worldwide shares in Q2 2026, an estimated $935K.
  • Otis Worldwide made up 0.09% of Avanza Fonder's portfolio in Q2 2026, its #189 holding.
  • Avanza Fonder first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.