Capital Investment Counsel Inc’s Otis Worldwide OTIS Stock Holding History

Capital Investment Counsel Inc’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	$344K	Buy	+4,801	New	+$359K	0.04%	159

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capital Investment Counsel Inc's OTIS Position: Q2 2026 in Review

Capital Investment Counsel Inc opened a new position in Otis Worldwide (OTIS) in Q2 2026: 4,801 shares worth $344K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings.

483 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Capital Investment Counsel Inc held 4,801 shares of Otis Worldwide worth $344K as of Q2 2026.
Otis Worldwide was a new Capital Investment Counsel Inc position in Q2 2026.
Otis Worldwide made up 0.04% of Capital Investment Counsel Inc's portfolio in Q2 2026, its #159 holding.
483 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Capital Investment Counsel Inc's 13F filing for Q2 2026, filed 27 Jul 2026.