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Cooper Financial Group’s Otis Worldwide OTIS Stock Holding History

Cooper 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 		$625K Sell
8,723
-1,024
-11% -$76.5K 0.05% 234
2026
Q1 		$751K Sell
9,747
-145
-1% -$12.7K 0.08% 196
2025
Q4 		$864K Sell
9,892
-94
-0.9% -$8.41K 0.09% 161
2025
Q3 		$913K Buy
9,986
+2,829
+40% +$257K 0.1% 155
2025
Q2 		$709K Sell
7,157
-122
-2% -$11.8K 0.08% 193
2025
Q1 		$751K Buy
7,279
+666
+10% +$65.1K 0.1% 178
2024
Q4 		$612K Buy
6,613
+237
+4% +$23.8K 0.07% 209
2024
Q3 		$663K Sell
6,376
-913
-13% -$87K 0.09% 202
2024
Q2 		$702K Sell
7,289
-1,575
-18% -$152K 0.1% 174
2024
Q1 		$880K Buy
8,864
+665
+8% +$61.5K 0.14% 135
2023
Q4 		$734K Buy
8,199
+337
+4% +$28K 0.13% 146
2023
Q3 		$631K Buy
7,862
+279
+4% +$23.9K 0.15% 154
2023
Q2 		$675K Buy
7,583
+659
+10% +$55.5K 0.17% 148
2023
Q1 		$584K Buy
6,924
+341
+5% +$28.2K 0.16% 148
2022
Q4 		$515K Buy
6,583
+1,319
+25% +$97.4K 0.16% 143
2022
Q3 		$336K Buy
5,264
+689
+15% +$50.4K 0.12% 170
2022
Q2 		$323K Buy
4,575
+391
+9% +$28.8K 0.12% 175
2022
Q1 		$322K Buy
4,184
+605
+17% +$48.4K 0.12% 164
2021
Q4 		$312K Sell
3,579
-497
-12% -$41.6K 0.12% 167
2021
Q3 		$335K Buy
4,076
+304
+8% +$26.7K 0.07% 176
2021
Q2 		$308K Sell
3,772
-313
-8% -$24.1K 0.06% 183
2021
Q1 		$280K Sell
4,085
-294
-7% -$19.2K 0.06% 192
2020
Q4 		$296K Buy
4,379
+900
+26% +$58.4K 0.06% 220
2020
Q3 		$217K Buy
+3,479
New +$213K 0.06% 187

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

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

Cooper Financial Group reduced its Otis Worldwide (OTIS) stake by 11% in Q2 2026, selling an estimated $76.5K and leaving 8,723 shares worth $625K. The position accounts for 0.05% of the portfolio, ranked #234.

Cooper Financial Group first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $913K in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cooper Financial Group held 8,723 shares of Otis Worldwide worth $625K as of Q2 2026.
  • Cooper Financial Group sold 1,024 Otis Worldwide shares in Q2 2026, an estimated $76.5K.
  • Otis Worldwide made up 0.05% of Cooper Financial Group's portfolio in Q2 2026, its #234 holding.
  • Cooper Financial Group first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Cooper Financial Group's Otis Worldwide position peaked at $913K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.