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Coerente Capital Management’s Otis Worldwide OTIS Stock Holding History

Coerente Capital Management’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 		$15M Sell
209,885
-18,029
-8% -$1.35M 2.77% 19
2026
Q1 		$17.6M Buy
227,914
+47,848
+27% +$4.19M 3.27% 17
2025
Q4 		$15.7M Buy
180,066
+18,038
+11% +$1.61M 2.87% 17
2025
Q3 		$14.8M Buy
162,028
+53,049
+49% +$4.82M 2.63% 20
2025
Q2 		$10.8M Buy
+108,979
New +$10.5M 1.98% 21

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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Coerente Capital Management's OTIS Position: Q2 2026 in Review

Coerente Capital Management reduced its Otis Worldwide (OTIS) stake by 7.9% in Q2 2026, selling an estimated $1.35M and leaving 209,885 shares worth $15M. The position accounts for 2.77% of the portfolio, ranked #19.

Coerente Capital Management first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.6M in Q1 2026. 483 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Coerente Capital Management held 209,885 shares of Otis Worldwide worth $15M as of Q2 2026.
  • Coerente Capital Management sold 18,029 Otis Worldwide shares in Q2 2026, an estimated $1.35M.
  • Otis Worldwide made up 2.77% of Coerente Capital Management's portfolio in Q2 2026, its #19 holding.
  • Coerente Capital Management first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • Coerente Capital Management's Otis Worldwide position peaked at $17.6M in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Coerente Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.