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Cedar Mountain Advisors’s Otis Worldwide OTIS Stock Holding History

Cedar Mountain Advisors’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 		$12.4K Hold
174
– – ﹤0.01% 447
2026
Q1 		$13.4K Buy
174
+1
+0.6% +$87 ﹤0.01% 385
2025
Q4 		$15.1K Hold
173
– – ﹤0.01% 215
2025
Q3 		$15.8K Hold
173
– – ﹤0.01% 209
2025
Q2 		$17.1K Hold
173
– – ﹤0.01% 169
2025
Q1 		$17.8K Hold
173
– – ﹤0.01% 162
2024
Q4 		$16K Hold
173
– – ﹤0.01% 174
2024
Q3 		$18K Hold
173
– – ﹤0.01% 158
2024
Q2 		$16.6K Buy
173
+1
+0.6% +$96 ﹤0.01% 150
2024
Q1 		$17.1K Hold
172
– – ﹤0.01% 150
2023
Q4 		$15.4K Hold
172
– – ﹤0.01% 147
2023
Q3 		$13.8K Hold
172
– – ﹤0.01% 145
2023
Q2 		$15.3K Hold
172
– – ﹤0.01% 133
2023
Q1 		$14.5K Hold
172
– – ﹤0.01% 133
2022
Q4 		$13.5K Hold
172
– – ﹤0.01% 139
2022
Q3 		$11K Hold
172
– – ﹤0.01% 154
2022
Q2 		$12K Hold
172
– – ﹤0.01% 154
2022
Q1 		$13K Buy
172
+1
+0.6% +$80 ﹤0.01% 153
2021
Q4 		$15K Hold
171
– – ﹤0.01% 147
2021
Q3 		$14K Hold
171
– – ﹤0.01% 142
2021
Q2 		$14K Sell
171
-100
-37% -$7.7K ﹤0.01% 139
2021
Q1 		$19K Buy
271
+182
+204% +$11.9K 0.01% 129
2020
Q4 		$6K Hold
89
– – ﹤0.01% 202
2020
Q3 		$6K Buy
+89
New +$5.44K ﹤0.01% 181

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

Cedar Mountain Advisors's OTIS Position: Q2 2026 in Review

Cedar Mountain Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 174 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Cedar Mountain Advisors first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $19K in Q1 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cedar Mountain Advisors held 174 shares of Otis Worldwide worth $12.4K as of Q2 2026.
  • Cedar Mountain Advisors left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #447 holding.
  • Cedar Mountain Advisors first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Cedar Mountain Advisors's Otis Worldwide position peaked at $19K in Q1 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.