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Cary Street Partners Investment Advisory’s Otis Worldwide OTIS Stock Holding History

Cary Street Partners 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 		$61.4K Buy
858
+134
+19% +$10K 0.01% 571
2026
Q1 		$55.8K Buy
724
+464
+178% +$40.6K 0.01% 529
2025
Q4 		$22.7K Sell
260
-3
-1% -$268 0.01% 579
2025
Q3 		$24K Sell
263
-1,647
-86% -$150K 0.01% 499
2025
Q2 		$189K Buy
1,910
+19
+1% +$1.83K 0.09% 255
2025
Q1 		$195K Buy
1,891
+38
+2% +$3.71K 0.11% 216
2024
Q4 		$172K Sell
1,853
-5,152
-74% -$517K 0.11% 200
2024
Q3 		$728K Buy
7,005
+196
+3% +$18.7K 0.03% 421
2024
Q2 		$655K Buy
6,809
+39
+0.6% +$3.76K 0.03% 413
2024
Q1 		$672K Buy
6,770
+71
+1% +$6.56K 0.03% 395
2023
Q4 		$599K Buy
6,699
+1,777
+36% +$148K 0.03% 391
2023
Q3 		$395K Buy
4,922
+242
+5% +$20.7K 0.02% 431
2023
Q2 		$417K Hold
4,680
– – 0.03% 386
2023
Q1 		$395K Sell
4,680
-304
-6% -$25.2K 0.03% 371
2022
Q4 		$390K Buy
4,984
+44
+0.9% +$3.25K 0.03% 370
2022
Q3 		$315K Buy
4,940
+126
+3% +$9.22K 0.03% 382
2022
Q2 		$340K Buy
+4,814
New +$355K 0.03% 342
2020
Q4 		– Sell
-658
Closed -$41K – 706
2020
Q3 		$41K Buy
+658
New +$40.2K 0.01% 524

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's OTIS Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Otis Worldwide (OTIS) stake by 19% in Q2 2026, buying an estimated $10K and bringing the position to 858 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #571.

Cary Street Partners Investment Advisory first reported a position in OTIS in Q3 2020 and has held it in 18 quarters since. The position peaked at $728K in Q3 2024. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cary Street Partners Investment Advisory held 858 shares of Otis Worldwide worth $61.4K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 134 Otis Worldwide shares in Q2 2026, an estimated $10K.
  • Otis Worldwide made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #571 holding.
  • Cary Street Partners Investment Advisory first reported a position in Otis Worldwide in Q3 2020 and has held it in 18 quarters since.
  • Cary Street Partners Investment Advisory's Otis Worldwide position peaked at $728K in Q3 2024.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.