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CGC Financial Services’s Otis Worldwide OTIS Stock Holding History

CGC Financial Services’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 		$7.52K Sell
105
-5
-5% -$373 ﹤0.01% 236
2026
Q1 		$8.48K Hold
110
– – ﹤0.01% 223
2025
Q4 		$9.61K Hold
110
– – ﹤0.01% 234
2025
Q3 		$10.1K Hold
110
– – ﹤0.01% 229
2025
Q2 		$10.9K Hold
110
– – ﹤0.01% 204
2025
Q1 		$11.4K Hold
110
– – ﹤0.01% 188
2024
Q4 		$10.2K Hold
110
– – ﹤0.01% 196
2024
Q3 		$11.4K Hold
110
– – ﹤0.01% 195
2024
Q2 		$10.6K Hold
110
– – ﹤0.01% 197
2024
Q1 		$10.9K Hold
110
– – 0.01% 204
2023
Q4 		$9.84K Hold
110
– – ﹤0.01% 222
2023
Q3 		$8.83K Hold
110
– – 0.01% 177
2023
Q2 		$9.79K Buy
+110
New +$9.27K 0.01% 183

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CGC Financial Services's OTIS Position: Q2 2026 in Review

CGC Financial Services reduced its Otis Worldwide (OTIS) stake by 4.5% in Q2 2026, selling an estimated $373 and leaving 105 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

CGC Financial Services first reported a position in OTIS in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.4K in Q3 2024. 169 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • CGC Financial Services held 105 shares of Otis Worldwide worth $7.52K as of Q2 2026.
  • CGC Financial Services sold 5 Otis Worldwide shares in Q2 2026, an estimated $373.
  • Otis Worldwide made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #236 holding.
  • CGC Financial Services first reported a position in Otis Worldwide in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Otis Worldwide position peaked at $11.4K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.