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Cary Street Partners’s Otis Worldwide OTIS Stock Holding History

Cary Street 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 		$368K Buy
5,135
+25
+0.5% +$1.87K 0.01% 750
2026
Q1 		$394K Sell
5,110
-38
-0.7% -$3.33K 0.01% 650
2025
Q4 		$450K Sell
5,148
-17
-0.3% -$1.52K 0.01% 624
2025
Q3 		$472K Buy
5,165
+132
+3% +$12K 0.01% 579
2025
Q2 		$498K Sell
5,033
-43
-0.8% -$4.15K 0.01% 553
2025
Q1 		$524K Buy
5,076
+174
+4% +$17K 0.02% 526
2024
Q4 		$454K Buy
+4,902
New +$492K 0.01% 526

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

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

Cary Street Partners increased its Otis Worldwide (OTIS) stake by 0.49% in Q2 2026, buying an estimated $1.87K and bringing the position to 5,135 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #750.

Cary Street Partners first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $524K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cary Street Partners held 5,135 shares of Otis Worldwide worth $368K as of Q2 2026.
  • Cary Street Partners bought 25 Otis Worldwide shares in Q2 2026, an estimated $1.87K.
  • Otis Worldwide made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #750 holding.
  • Cary Street Partners first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Otis Worldwide position peaked at $524K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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