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Benjamin Edwards Inc’s Otis Worldwide OTIS Stock Holding History

Benjamin Edwards Inc’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 		$1.54M Buy
21,548
+9,038
+72% +$675K 0.01% 652
2026
Q1 		$964K Buy
12,510
+5,616
+81% +$491K 0.01% 777
2025
Q4 		$602K Buy
6,894
+1,233
+22% +$110K 0.01% 886
2025
Q3 		$518K Buy
+5,661
New +$514K 0.01% 921
2023
Q3 		– Sell
-6
Closed -$1K – 670
2023
Q2 		$1K Hold
6
– – ﹤0.01% 658
2023
Q1 		$1K Hold
6
– – ﹤0.01% 682
2022
Q4 		$0 Hold
6
– – ﹤0.01% 758
2022
Q3 		$0 Hold
6
– – ﹤0.01% 734
2022
Q2 		$0 Hold
6
– – ﹤0.01% 741
2022
Q1 		$0 Buy
+6
New +$480 ﹤0.01% 742

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

Benjamin Edwards Inc's OTIS Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Otis Worldwide (OTIS) stake by 72% in Q2 2026, buying an estimated $675K and bringing the position to 21,548 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #652.

Benjamin Edwards Inc first reported a position in OTIS in Q1 2022 and has held it in 10 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Benjamin Edwards Inc held 21,548 shares of Otis Worldwide worth $1.54M as of Q2 2026.
  • Benjamin Edwards Inc bought 9,038 Otis Worldwide shares in Q2 2026, an estimated $675K.
  • Otis Worldwide made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #652 holding.
  • Benjamin Edwards Inc first reported a position in Otis Worldwide in Q1 2022 and has held it in 10 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.