CoreCap Advisors’s Otis Worldwide OTIS Stock Holding History

CoreCap Advisors’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	$50K	Buy	698 +30	+4%	+$2.24K	﹤0.01%	1409
2026 Q1	$51.5K	Sell	668 -7	-1%	-$612	﹤0.01%	1299
2025 Q4	$59K	Sell	675 -2	-0.3%	-$179	﹤0.01%	1249
2025 Q3	$61.9K	Sell	677 -14	-2%	-$1.27K	﹤0.01%	1231
2025 Q2	$68.4K	Sell	691 -52	-7%	-$5.02K	﹤0.01%	1112
2025 Q1	$76.7K	Buy	743 +27	+4%	+$2.64K	﹤0.01%	998
2024 Q4	$66.3K	Buy	716 +6	+0.8%	+$602	﹤0.01%	1067
2024 Q3	$73.8K	Sell	710 -53	-7%	-$5.05K	﹤0.01%	1035
2024 Q2	$73.4K	Sell	763 -4	-0.5%	-$385	0.01%	571
2024 Q1	$76.1K	Buy	+767	New	+$70.9K	﹤0.01%	957
2022 Q4	$64.7K	Buy	+826	New	+$61K	﹤0.01%	896
2022 Q3	–	Sell	-826	Closed	-$58K	–	1596
2022 Q2	$58K	Buy	+826	New	+$60.8K	﹤0.01%	895
2022 Q1	–	Sell	-958	Closed	-$83K	–	1595
2021 Q4	$83K	Buy	+958	New	+$80.2K	0.01%	823

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CoreCap Advisors's OTIS Position: Q2 2026 in Review

CoreCap Advisors increased its Otis Worldwide (OTIS) stake by 4.5% in Q2 2026, buying an estimated $2.24K and bringing the position to 698 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

CoreCap Advisors first reported a position in OTIS in Q4 2021 and has held it in 13 quarters since. The position peaked at $83K in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

CoreCap Advisors held 698 shares of Otis Worldwide worth $50K as of Q2 2026.
CoreCap Advisors bought 30 Otis Worldwide shares in Q2 2026, an estimated $2.24K.
Otis Worldwide made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1409 holding.
CoreCap Advisors first reported a position in Otis Worldwide in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Otis Worldwide position peaked at $83K in Q4 2021.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.