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Broadwater Capital’s Otis Worldwide OTIS Stock Holding History

Broadwater Capital’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 		$130K Hold
1,822
– – 0.09% 80
2026
Q1 		$159K Hold
1,822
– – 0.12% 72
2025
Q4 		$159K Hold
1,822
– – 0.12% 72
2025
Q3 		$167K Sell
1,822
-178,592
-99% -$16.2M 0.12% 78
2025
Q2 		$180M Buy
180,414
+178,592
+9,802% +$17.2M 0.14% 78
2025
Q1 		$188K Hold
1,822
– – 0.15% 77
2024
Q4 		$169K Hold
1,822
– – 0.13% 81
2024
Q3 		$189K Hold
1,822
– – 0.14% 79
2024
Q2 		$175K Hold
1,822
– – 0.14% 81
2024
Q1 		$181K Hold
1,822
– – 0.14% 84
2023
Q4 		$163K Buy
+1,822
New +$151K 0.13% 85

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Broadwater Capital's OTIS Position: Q2 2026 in Review

Broadwater Capital held its Otis Worldwide (OTIS) position steady in Q2 2026 at 1,822 shares worth $130K. The position accounts for 0.09% of the portfolio, ranked #80.

Broadwater Capital first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $180M in Q2 2025. 587 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Broadwater Capital held 1,822 shares of Otis Worldwide worth $130K as of Q2 2026.
  • Broadwater Capital left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.09% of Broadwater Capital's portfolio in Q2 2026, its #80 holding.
  • Broadwater Capital first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Otis Worldwide position peaked at $180M in Q2 2025.
  • 587 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.