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DMKC Advisory Services’s Otis Worldwide OTIS Stock Holding History

DMKC Advisory Services’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 		$2.75M Buy
38,387
+7,591
+25% +$567K 0.52% 54
2026
Q1 		$2.37M Buy
30,796
+2,847
+10% +$249K 0.99% 43
2025
Q4 		$2.44M Buy
27,949
+4,470
+19% +$400K 1.07% 39
2025
Q3 		$2.15M Buy
23,479
+1,158
+5% +$105K 1.09% 37
2025
Q2 		$2.26M Buy
22,321
+1,958
+10% +$189K 1.18% 31
2025
Q1 		$2.1M Buy
20,363
+247
+1% +$24.1K 1.89% 17
2024
Q4 		$1.86M Buy
+20,116
New +$2.02M 1.69% 29

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
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
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
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DMKC Advisory Services's OTIS Position: Q2 2026 in Review

DMKC Advisory Services increased its Otis Worldwide (OTIS) stake by 25% in Q2 2026, buying an estimated $567K and bringing the position to 38,387 shares worth $2.75M. The position accounts for 0.52% of the portfolio, ranked #54.

DMKC Advisory Services first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. 249 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • DMKC Advisory Services held 38,387 shares of Otis Worldwide worth $2.75M as of Q2 2026.
  • DMKC Advisory Services bought 7,591 Otis Worldwide shares in Q2 2026, an estimated $567K.
  • Otis Worldwide made up 0.52% of DMKC Advisory Services's portfolio in Q2 2026, its #54 holding.
  • DMKC Advisory Services first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • 249 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.