DWM
OTIS icon

Dogwood Wealth Management’s Otis Worldwide OTIS Stock Holding History

Dogwood Wealth Management’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 		$1.43K Sell
20
-5
-20% -$373 ﹤0.01% 717
2026
Q1 		$1.93K Buy
25
+5
+25% +$437 ﹤0.01% 649
2025
Q4 		$1.75K Sell
20
-3
-13% -$268 ﹤0.01% 577
2025
Q3 		$2.1K Buy
23
+7
+44% +$635 ﹤0.01% 516
2025
Q2 		$1.57K Sell
16
-28
-64% -$2.7K ﹤0.01% 590
2025
Q1 		$4.5K Buy
44
+28
+175% +$2.73K ﹤0.01% 251
2024
Q4 		$1.44K Hold
16
– – ﹤0.01% 240
2024
Q3 		$1.62K Hold
16
– – ﹤0.01% 180
2024
Q2 		$1.49K Buy
16
+1
+7% +$96 ﹤0.01% 220
2024
Q1 		$1.53K Hold
15
– – ﹤0.01% 218
2023
Q4 		$1.38K Buy
+15
New +$1.25K ﹤0.01% 198

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

Dogwood Wealth Management's OTIS Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Otis Worldwide (OTIS) stake by 20% in Q2 2026, selling an estimated $373 and leaving 20 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Dogwood Wealth Management first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.5K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Dogwood Wealth Management held 20 shares of Otis Worldwide worth $1.43K as of Q2 2026.
  • Dogwood Wealth Management sold 5 Otis Worldwide shares in Q2 2026, an estimated $373.
  • Otis Worldwide made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #717 holding.
  • Dogwood Wealth Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Otis Worldwide position peaked at $4.5K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.