DiNuzzo Private Wealth’s Otis Worldwide OTIS Stock Holding History

DiNuzzo Private Wealth’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	$1.5K	Sell	21 -7	-25%	-$523	﹤0.01%	774
2026 Q1	$2.16K	Hold	28	–	–	﹤0.01%	615
2025 Q4	$2.45K	Sell	28 -2	-7%	-$179	﹤0.01%	574
2025 Q3	$2.59K	Hold	30	–	–	﹤0.01%	552
2025 Q2	$2.97K	Sell	30 -2	-6%	-$193	﹤0.01%	495
2025 Q1	$3.3K	Buy	32 +1	+3%	+$98	﹤0.01%	440
2024 Q4	$2.87K	Buy	31 +2	+7%	+$201	﹤0.01%	482
2024 Q3	$3.02K	Buy	29 +1	+4%	+$95	﹤0.01%	467
2024 Q2	$2.7K	Buy	28 +4	+17%	+$385	﹤0.01%	422
2024 Q1	$2.38K	Sell	24 -1	-4%	-$92	﹤0.01%	416
2023 Q4	$2.24K	Buy	+25	New	+$2.08K	﹤0.01%	396

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

DiNuzzo Private Wealth's OTIS Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Otis Worldwide (OTIS) stake by 25% in Q2 2026, selling an estimated $523 and leaving 21 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

DiNuzzo Private Wealth first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.3K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

DiNuzzo Private Wealth held 21 shares of Otis Worldwide worth $1.5K as of Q2 2026.
DiNuzzo Private Wealth sold 7 Otis Worldwide shares in Q2 2026, an estimated $523.
Otis Worldwide made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #774 holding.
DiNuzzo Private Wealth first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Otis Worldwide position peaked at $3.3K in Q1 2025.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.