Aventura Private Wealth’s Otis Worldwide OTIS Stock Holding History

Aventura Private Wealth’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	$46.8K	Sell	654 -48	-7%	-$3.58K	0.01%	355
2026 Q1	$54.1K	Sell	702 -67	-9%	-$5.86K	0.02%	312
2025 Q4	$67.2K	Sell	769 -418	-35%	-$37.4K	0.02%	255
2025 Q3	$109K	Sell	1,187 -1,022	-46%	-$92.8K	0.04%	209
2025 Q2	$219K	Sell	2,209 -414	-16%	-$40K	0.09%	141
2025 Q1	$271K	Buy	2,623 +132	+5%	+$12.9K	0.14%	123
2024 Q4	$231K	Buy	+2,491	New	+$250K	0.12%	126

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

EAM

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

Aventura Private Wealth's OTIS Position: Q2 2026 in Review

Aventura Private Wealth reduced its Otis Worldwide (OTIS) stake by 6.8% in Q2 2026, selling an estimated $3.58K and leaving 654 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #355.

Aventura Private Wealth first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $271K in Q1 2025. 388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Aventura Private Wealth held 654 shares of Otis Worldwide worth $46.8K as of Q2 2026.
Aventura Private Wealth sold 48 Otis Worldwide shares in Q2 2026, an estimated $3.58K.
Otis Worldwide made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #355 holding.
Aventura Private Wealth first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Otis Worldwide position peaked at $271K in Q1 2025.
388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.