BHWM
OTIS icon

Beaird Harris Wealth Management’s Otis Worldwide OTIS Stock Holding History

Beaird Harris 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 		$331 Hold
5
– – ﹤0.01% 627
2026
Q1 		$357 Hold
5
– – ﹤0.01% 591
2025
Q4 		$404 Hold
5
– – ﹤0.01% 610
2025
Q3 		$423 Sell
5
-10
-67% -$908 ﹤0.01% 624
2025
Q2 		$1.45K Buy
+15
New +$1.45K ﹤0.01% 530
2023
Q1 		– Sell
-49
Closed -$3.84K – 670
2022
Q4 		$3.84K Buy
+49
New +$3.62K ﹤0.01% 469

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

Beaird Harris Wealth Management's OTIS Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 5 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Beaird Harris Wealth Management first reported a position in OTIS in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.84K in Q4 2022. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Beaird Harris Wealth Management held 5 shares of Otis Worldwide worth $331 as of Q2 2026.
  • Beaird Harris Wealth Management left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Beaird Harris Wealth Management first reported a position in Otis Worldwide in Q4 2022 and has held it in 6 quarters since.
  • Beaird Harris Wealth Management's Otis Worldwide position peaked at $3.84K in Q4 2022.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.