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Clayton Financial Group’s Otis Worldwide OTIS Stock Holding History

Clayton Financial Group’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 		– Sell
-175
Closed -$13.5K – 424
2026
Q1 		$13.5K Sell
175
-41
-19% -$3.59K 0.01% 215
2025
Q4 		$18.9K Hold
216
– – 0.01% 192
2025
Q3 		$19.7K Buy
+216
New +$19.6K 0.01% 119

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

Clayton Financial Group's OTIS Position: Q2 2026 in Review

Clayton Financial Group sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 175 shares — an estimated $13.5K sold.

Clayton Financial Group first reported a position in OTIS in Q3 2025 and held it in 3 quarters. The position peaked at $19.7K in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Clayton Financial Group reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 175 Otis Worldwide shares in Q2 2026, an estimated $13.5K.
  • Clayton Financial Group first reported a position in Otis Worldwide in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Otis Worldwide position peaked at $19.7K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.