BHWM
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Bar Harbor Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bar Harbor 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 		$271K Hold
3,788
– – 0.01% 232
2026
Q1 		$292K Sell
3,788
-180
-5% -$15.7K 0.02% 225
2025
Q4 		$347K Sell
3,968
-27
-0.7% -$2.42K 0.02% 212
2025
Q3 		$365K Sell
3,995
-16
-0.4% -$1.45K 0.02% 209
2025
Q2 		$397K Sell
4,011
-25
-0.6% -$2.41K 0.03% 192
2025
Q1 		$417K Hold
4,036
– – 0.03% 189
2024
Q4 		$374K Sell
4,036
-508
-11% -$50.9K 0.02% 197
2024
Q3 		$472K Sell
4,544
-300
-6% -$28.6K 0.03% 190
2024
Q2 		$466K Buy
4,844
+158
+3% +$15.2K 0.03% 188
2024
Q1 		$465K Sell
4,686
-300
-6% -$27.7K 0.03% 189
2023
Q4 		$446K Buy
4,986
+200
+4% +$16.6K 0.03% 186
2023
Q3 		$384K Hold
4,786
– – 0.03% 196
2023
Q2 		$426K Sell
4,786
-230
-5% -$19.4K 0.03% 196
2023
Q1 		$423K Sell
5,016
-165
-3% -$13.7K 0.03% 194
2022
Q4 		$406K Hold
5,181
– – 0.03% 199
2022
Q3 		$331K Hold
5,181
– – 0.03% 211
2022
Q2 		$366K Buy
5,181
+226
+5% +$16.6K 0.03% 212
2022
Q1 		$381K Sell
4,955
-307
-6% -$24.5K 0.03% 175
2021
Q4 		$459K Sell
5,262
-441
-8% -$36.9K 0.04% 161
2021
Q3 		$470K Sell
5,703
-74
-1% -$6.51K 0.04% 152
2021
Q2 		$472K Sell
5,777
-92
-2% -$7.08K 0.04% 159
2021
Q1 		$401K Sell
5,869
-1,238
-17% -$80.9K 0.04% 178
2020
Q4 		$480K Hold
7,107
– – 0.05% 162
2020
Q3 		$444K Sell
7,107
-457
-6% -$28K 0.05% 158
2020
Q2 		$430K Buy
+7,564
New +$392K 0.05% 157

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Bar Harbor Wealth Management's OTIS Position: Q2 2026 in Review

Bar Harbor Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,788 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #232.

Bar Harbor Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $480K in Q4 2020. 169 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bar Harbor Wealth Management held 3,788 shares of Otis Worldwide worth $271K as of Q2 2026.
  • Bar Harbor Wealth Management left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Bar Harbor Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Bar Harbor Wealth Management's Otis Worldwide position peaked at $480K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.