DHJJ Financial Advisors’s Otis Worldwide OTIS Stock Holding History

DHJJ Financial 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	$44.4K	Hold	620	–	–	0.01%	435
2026 Q1	$47.8K	Hold	620	–	–	0.02%	408
2025 Q4	$54.2K	Hold	620	–	–	0.02%	373
2025 Q3	$56.7K	Hold	620	–	–	0.02%	348
2025 Q2	$61.4K	Buy	620 +591	+2,038%	+$57.1K	0.02%	316
2025 Q1	$2.99K	Hold	29	–	–	﹤0.01%	614
2024 Q4	$2.69K	Hold	29	–	–	﹤0.01%	596
2024 Q3	$3.02K	Hold	29	–	–	﹤0.01%	577
2024 Q2	$2.79K	Hold	29	–	–	﹤0.01%	536
2024 Q1	$2.88K	Hold	29	–	–	﹤0.01%	530
2023 Q4	$2.6K	Hold	29	–	–	﹤0.01%	527
2023 Q3	$2.33K	Buy	+29	New	+$2.48K	﹤0.01%	529

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

DHJJ Financial Advisors's OTIS Position: Q2 2026 in Review

DHJJ Financial Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 620 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #435.

DHJJ Financial Advisors first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $61.4K in Q2 2025. 319 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

DHJJ Financial Advisors held 620 shares of Otis Worldwide worth $44.4K as of Q2 2026.
DHJJ Financial Advisors left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #435 holding.
DHJJ Financial Advisors first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Otis Worldwide position peaked at $61.4K in Q2 2025.
319 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.