BW
OTIS icon

Bravera Wealth’s Otis Worldwide OTIS Stock Holding History

Bravera 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 		$15.2K Sell
212
-18
-8% -$1.34K 0.01% 244
2026
Q1 		$17.7K Hold
230
– – 0.01% 250
2025
Q4 		$20.1K Buy
+230
New +$20.6K 0.01% 230

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

Bravera Wealth's OTIS Position: Q2 2026 in Review

Bravera Wealth reduced its Otis Worldwide (OTIS) stake by 7.8% in Q2 2026, selling an estimated $1.34K and leaving 212 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #244.

Bravera Wealth first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.1K in Q4 2025. 315 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bravera Wealth held 212 shares of Otis Worldwide worth $15.2K as of Q2 2026.
  • Bravera Wealth sold 18 Otis Worldwide shares in Q2 2026, an estimated $1.34K.
  • Otis Worldwide made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #244 holding.
  • Bravera Wealth first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Otis Worldwide position peaked at $20.1K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.