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E. Ohman J:or Asset Management’s Otis Worldwide OTIS Stock Holding History

E. Ohman J:or Asset 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 		$922K Hold
12,877
– – 0.02% 309
2026
Q1 		$993K Hold
12,877
– – 0.03% 284
2025
Q4 		$1.12M Sell
12,877
-4,423
-26% -$396K 0.03% 278
2025
Q3 		$1.58M Hold
17,300
– – 0.04% 212
2025
Q2 		$1.71M Hold
17,300
– – 0.04% 198
2025
Q1 		$1.79M Hold
17,300
– – 0.05% 191
2024
Q4 		$1.6M Buy
17,300
+1,600
+10% +$160K 0.04% 205
2024
Q3 		$1.63M Sell
15,700
-2,250
-13% -$214K 0.04% 187
2024
Q2 		$1.73M Buy
17,950
+1,250
+7% +$120K 0.04% 172
2024
Q1 		$1.66M Buy
16,700
+1,100
+7% +$102K 0.04% 190
2023
Q4 		$1.4M Sell
15,600
-2,400
-13% -$200K 0.05% 186
2023
Q3 		$1.45M Hold
18,000
– – 0.05% 193
2023
Q2 		$1.6M Hold
18,000
– – 0.06% 184
2023
Q1 		$1.52M Hold
18,000
– – 0.06% 193
2022
Q4 		$1.41M Hold
18,000
– – 0.06% 195
2022
Q3 		$1.15M Sell
18,000
-2,100
-10% -$154K 0.05% 209
2022
Q2 		$1.42M Buy
20,100
+2,000
+11% +$147K 0.06% 181
2022
Q1 		$1.39M Sell
18,100
-1,400
-7% -$112K 0.05% 224
2021
Q4 		$1.7M Hold
19,500
– – 0.05% 221
2021
Q3 		$1.6M Hold
19,500
– – 0.05% 216
2021
Q2 		$1.59M Buy
19,500
+4,300
+28% +$331K 0.05% 217
2021
Q1 		$1.04M Buy
15,200
+7,200
+90% +$471K 0.04% 254
2020
Q4 		$540K Buy
+8,000
New +$519K 0.02% 320

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. Ohman J:or Asset Management's OTIS Position: Q2 2026 in Review

E. Ohman J:or Asset Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 12,877 shares worth $922K. The position accounts for 0.02% of the portfolio, ranked #309.

E. Ohman J:or Asset Management first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q1 2025. 333 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • E. Ohman J:or Asset Management held 12,877 shares of Otis Worldwide worth $922K as of Q2 2026.
  • E. Ohman J:or Asset Management left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.02% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #309 holding.
  • E. Ohman J:or Asset Management first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • E. Ohman J:or Asset Management's Otis Worldwide position peaked at $1.79M in Q1 2025.
  • 333 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.