Continuum Advisory’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$134K Buy
+1,870
New +$140K 0.01% 565
2025
Q2
Sell
-314
Closed -$32.4K 1211
2025
Q1
$32.4K Sell
314
-70
-18% -$6.84K ﹤0.01% 767
2024
Q4
$35.6K Buy
384
+3
+0.8% +$301 ﹤0.01% 732
2024
Q3
$38K Buy
381
+3
+0.8% +$286 ﹤0.01% 712
2024
Q2
$36.4K Hold
378
0.01% 667
2024
Q1
$36.3K Buy
+378
New +$34.9K 0.01% 663

Other funds holding OTIS

Continuum Advisory's OTIS Position: Q2 2026 in Review

Continuum Advisory opened a new position in Otis Worldwide (OTIS) in Q2 2026: 1,870 shares worth $134K. The stake represents 0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in OTIS as recently as Q1 2025.

Continuum Advisory first reported a position in OTIS in Q1 2024 and has held it in 6 quarters since. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Continuum Advisory held 1,870 shares of Otis Worldwide worth $134K as of Q2 2026.
  • Otis Worldwide was a new Continuum Advisory position in Q2 2026.
  • Otis Worldwide made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #565 holding.
  • Continuum Advisory first reported a position in Otis Worldwide in Q1 2024 and has held it in 6 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.