BWP
OTIS icon

BSW Wealth Partners’s Otis Worldwide OTIS Stock Holding History

BSW Wealth Partners’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 		– Sell
-3,503
Closed -$270K – 341
2026
Q1 		$270K Buy
3,503
+8
+0.2% +$700 0.03% 265
2025
Q4 		$305K Sell
3,495
-610
-15% -$54.6K 0.04% 240
2025
Q3 		$375K Buy
4,105
+903
+28% +$82K 0.05% 215
2025
Q2 		$317K Sell
3,202
-580
-15% -$56K 0.04% 234
2025
Q1 		$390K Sell
3,782
-411
-10% -$40.2K 0.06% 196
2024
Q4 		$388K Buy
4,193
+206
+5% +$20.7K 0.06% 191
2024
Q3 		$414K Buy
3,987
+918
+30% +$87.5K 0.06% 185
2024
Q2 		$295K Sell
3,069
-131
-4% -$12.6K 0.05% 211
2024
Q1 		$318K Buy
3,200
+896
+39% +$82.8K 0.05% 212
2023
Q4 		$206K Buy
+2,304
New +$192K 0.04% 257
2022
Q4 		– Sell
-3,312
Closed -$211K – 324
2022
Q3 		$211K Buy
+3,312
New +$242K 0.05% 248

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

BSW Wealth Partners's OTIS Position: Q2 2026 in Review

BSW Wealth Partners sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,503 shares — an estimated $270K sold.

BSW Wealth Partners first reported a position in OTIS in Q3 2022 and held it in 11 quarters. The position peaked at $414K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • BSW Wealth Partners reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 3,503 Otis Worldwide shares in Q2 2026, an estimated $270K.
  • BSW Wealth Partners first reported a position in Otis Worldwide in Q3 2022 and held it in 11 quarters.
  • BSW Wealth Partners's Otis Worldwide position peaked at $414K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.