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E Fund Management (HK)’s Otis Worldwide OTIS Stock Holding History

E Fund Management (HK)’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 		$19.6K Buy
274
+248
+954% +$18.5K 0.01% 317
2026
Q1 		$2K Hold
26
– – ﹤0.01% 415
2025
Q4 		$2.24K Hold
26
– – ﹤0.01% 251
2025
Q3 		$2.38K Buy
+26
New +$2.36K ﹤0.01% 160

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

E Fund Management (HK)'s OTIS Position: Q2 2026 in Review

E Fund Management (HK) increased its Otis Worldwide (OTIS) stake by 954% in Q2 2026, buying an estimated $18.5K and bringing the position to 274 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #317.

E Fund Management (HK) first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • E Fund Management (HK) held 274 shares of Otis Worldwide worth $19.6K as of Q2 2026.
  • E Fund Management (HK) bought 248 Otis Worldwide shares in Q2 2026, an estimated $18.5K.
  • Otis Worldwide made up 0.01% of E Fund Management (HK)'s portfolio in Q2 2026, its #317 holding.
  • E Fund Management (HK) first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on E Fund Management (HK)'s 13F filing for Q2 2026, filed 22 Jul 2026.