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Cape Investment Advisory’s Otis Worldwide OTIS Stock Holding History

Cape Investment Advisory’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 		$142K Buy
+1,989
New +$149K 0.04% 286
2026
Q1 		– Sell
-60
Closed -$5.24K – 888
2025
Q4 		$5.24K Hold
60
– – ﹤0.01% 895
2025
Q3 		$5.49K Hold
60
– – 0.01% 501
2025
Q2 		$5.94K Hold
60
– – ﹤0.01% 727
2025
Q1 		$6.19K Sell
60
-2
-3% -$195 ﹤0.01% 700
2024
Q4 		$5.74K Buy
62
+39
+170% +$3.91K ﹤0.01% 705
2024
Q3 		$2.39K Buy
+23
New +$2.19K ﹤0.01% 800

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

Cape Investment Advisory's OTIS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Otis Worldwide (OTIS) in Q2 2026: 1,989 shares worth $142K. The stake represents 0.04% of the portfolio and ranks #286 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in OTIS as recently as Q4 2025.

Cape Investment Advisory first reported a position in OTIS in Q3 2024 and has held it in 7 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cape Investment Advisory held 1,989 shares of Otis Worldwide worth $142K as of Q2 2026.
  • Otis Worldwide was a new Cape Investment Advisory position in Q2 2026.
  • Otis Worldwide made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #286 holding.
  • Cape Investment Advisory first reported a position in Otis Worldwide in Q3 2024 and has held it in 7 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.