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Capital Advisors Ltd’s Otis Worldwide OTIS Stock Holding History

Capital Advisors Ltd’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 		$29K Sell
400
-62
-13% -$4.63K ﹤0.01% 610
2026
Q1 		$36K Sell
462
-8
-2% -$700 ﹤0.01% 563
2025
Q4 		$41K Hold
470
– – ﹤0.01% 530
2025
Q3 		$43K Sell
470
-63
-12% -$5.72K ﹤0.01% 506
2025
Q2 		$53K Buy
533
+61
+13% +$5.89K 0.01% 459
2025
Q1 		$49K Sell
472
-1
-0.2% -$98 0.01% 455
2024
Q4 		$44K Hold
473
– – 0.01% 484
2024
Q3 		$49K Hold
473
– – 0.01% 457
2024
Q2 		$46K Sell
473
-5
-1% -$482 0.01% 459
2024
Q1 		$47K Sell
478
-42
-8% -$3.88K 0.01% 446
2023
Q4 		$47K Hold
520
– – 0.01% 433
2023
Q3 		$42K Hold
520
– – 0.01% 442
2023
Q2 		$46K Buy
520
+336
+183% +$28.3K 0.01% 438
2023
Q1 		$16K Sell
184
-361
-66% -$29.9K ﹤0.01% 487
2022
Q4 		$14K Buy
545
+374
+219% +$27.6K ﹤0.01% 506
2022
Q3 		$11K Buy
171
+20
+13% +$1.46K ﹤0.01% 527
2022
Q2 		$11K Hold
151
– – ﹤0.01% 499
2022
Q1 		$12K Sell
151
-771
-84% -$61.6K ﹤0.01% 505
2021
Q4 		$80K Buy
922
+45
+5% +$3.77K 0.01% 321
2021
Q3 		$72K Hold
877
– – 0.01% 299
2021
Q2 		$72K Hold
877
– – 0.01% 292
2021
Q1 		$60K Hold
877
– – 0.01% 280
2020
Q4 		$59K Hold
877
– – 0.01% 270
2020
Q3 		$55K Hold
877
– – 0.01% 270
2020
Q2 		$50K Buy
+877
New +$45.4K 0.01% 272

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

Capital Advisors Ltd's OTIS Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Otis Worldwide (OTIS) stake by 13% in Q2 2026, selling an estimated $4.63K and leaving 400 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Capital Advisors Ltd first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $80K in Q4 2021. 316 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Capital Advisors Ltd held 400 shares of Otis Worldwide worth $29K as of Q2 2026.
  • Capital Advisors Ltd sold 62 Otis Worldwide shares in Q2 2026, an estimated $4.63K.
  • Otis Worldwide made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #610 holding.
  • Capital Advisors Ltd first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Capital Advisors Ltd's Otis Worldwide position peaked at $80K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.