Baker Tilly Wealth Management’s Otis Worldwide OTIS Stock Holding History

Baker Tilly 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	$809K	Buy	11,304 +6,434	+132%	+$481K	0.17%	116
2026 Q1	$375K	Buy	+4,870	New	+$426K	0.09%	189
2022 Q4	–	Sell	-4,741	Closed	-$302K	–	557
2022 Q3	$302K	Sell	4,741 -32	-0.7%	-$2.34K	0.04%	411
2022 Q2	$337K	Buy	4,773 +315	+7%	+$23.2K	0.04%	392
2022 Q1	$343K	Buy	4,458 +645	+17%	+$51.5K	0.04%	413
2021 Q4	$332K	Sell	3,813 -30	-0.8%	-$2.51K	0.04%	417
2021 Q3	$316K	Buy	3,843 +734	+24%	+$64.5K	0.04%	410
2021 Q2	$254K	Buy	+3,109	New	+$239K	0.04%	432

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

Baker Tilly Wealth Management's OTIS Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Otis Worldwide (OTIS) stake by 132% in Q2 2026, buying an estimated $481K and bringing the position to 11,304 shares worth $809K. The position accounts for 0.17% of the portfolio, ranked #116.

Baker Tilly Wealth Management first reported a position in OTIS in Q2 2021 and has held it in 8 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Baker Tilly Wealth Management held 11,304 shares of Otis Worldwide worth $809K as of Q2 2026.
Baker Tilly Wealth Management bought 6,434 Otis Worldwide shares in Q2 2026, an estimated $481K.
Otis Worldwide made up 0.17% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #116 holding.
Baker Tilly Wealth Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 8 quarters since.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.