CAG
OTIS icon

Cypress Advisory Group’s Otis Worldwide OTIS Stock Holding History

Cypress Advisory 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 		$1.2M Buy
16,751
+5,518
+49% +$412K 0.93% 34
2026
Q1 		$866K Buy
11,233
+528
+5% +$46.2K 0.66% 48
2025
Q4 		$935K Buy
10,705
+325
+3% +$29.1K 0.69% 49
2025
Q3 		$949K Buy
10,380
+7,530
+264% +$684K 0.7% 45
2025
Q2 		$282K Sell
2,850
-50
-2% -$4.83K 0.22% 62
2025
Q1 		$299K Hold
2,900
– – 0.27% 56
2024
Q4 		$269K Buy
+2,900
New +$291K 0.25% 55

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

Cypress Advisory Group's OTIS Position: Q2 2026 in Review

Cypress Advisory Group increased its Otis Worldwide (OTIS) stake by 49% in Q2 2026, buying an estimated $412K and bringing the position to 16,751 shares worth $1.2M. The position accounts for 0.93% of the portfolio, ranked #34.

Cypress Advisory Group first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cypress Advisory Group held 16,751 shares of Otis Worldwide worth $1.2M as of Q2 2026.
  • Cypress Advisory Group bought 5,518 Otis Worldwide shares in Q2 2026, an estimated $412K.
  • Otis Worldwide made up 0.93% of Cypress Advisory Group's portfolio in Q2 2026, its #34 holding.
  • Cypress Advisory Group first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.