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Dorato Capital Management’s Otis Worldwide OTIS Stock Holding History

Dorato Capital 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 		$8.04K Hold
110
– – 0.01% 230
2026
Q1 		$8.75K Hold
110
– – 0.01% 229
2025
Q4 		$9.89K Buy
+110
New +$9.84K 0.01% 229

Other funds holding OTIS

Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LFG
Lazard Frères Gestion Paris, France $5.77B AUM 23.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dorato Capital Management's OTIS Position: Q2 2026 in Review

Dorato Capital Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 110 shares worth $8.04K. The position accounts for 0.01% of the portfolio, ranked #230.

Dorato Capital Management first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.89K in Q4 2025. 633 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Dorato Capital Management held 110 shares of Otis Worldwide worth $8.04K as of Q2 2026.
  • Dorato Capital Management left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Dorato Capital Management's portfolio in Q2 2026, its #230 holding.
  • Dorato Capital Management first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Otis Worldwide position peaked at $9.89K in Q4 2025.
  • 633 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.