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Cyndeo Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Cyndeo Wealth Partners’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 		$201K Buy
2,805
+113
+4% +$8.44K 0.01% 501
2026
Q1 		$207K Sell
2,692
-3
-0.1% -$262 0.01% 464
2025
Q4 		$235K Sell
2,695
-98
-4% -$8.77K 0.01% 444
2025
Q3 		$255K Sell
2,793
-45
-2% -$4.08K 0.01% 421
2025
Q2 		$281K Hold
2,838
– – 0.02% 395
2025
Q1 		$293K Hold
2,838
– – 0.02% 368
2024
Q4 		$263K Hold
2,838
– – 0.02% 388
2024
Q3 		$295K Buy
2,838
+295
+12% +$28.1K 0.02% 369
2024
Q2 		$245K Sell
2,543
-19
-0.7% -$1.83K 0.02% 358
2024
Q1 		$254K Sell
2,562
-5
-0.2% -$462 0.02% 343
2023
Q4 		$230K Buy
2,567
+27
+1% +$2.25K 0.02% 336
2023
Q3 		$204K Sell
2,540
-20
-0.8% -$1.71K 0.02% 326
2023
Q2 		$228K Sell
2,560
-61
-2% -$5.14K 0.02% 300
2023
Q1 		$221K Sell
2,621
-69
-3% -$5.71K 0.02% 295
2022
Q4 		$211K Buy
+2,690
New +$199K 0.02% 293

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

Cyndeo Wealth Partners's OTIS Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Otis Worldwide (OTIS) stake by 4.2% in Q2 2026, buying an estimated $8.44K and bringing the position to 2,805 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #501.

Cyndeo Wealth Partners first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $295K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cyndeo Wealth Partners held 2,805 shares of Otis Worldwide worth $201K as of Q2 2026.
  • Cyndeo Wealth Partners bought 113 Otis Worldwide shares in Q2 2026, an estimated $8.44K.
  • Otis Worldwide made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #501 holding.
  • Cyndeo Wealth Partners first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Otis Worldwide position peaked at $295K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.