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Elyxium Wealth’s Otis Worldwide OTIS Stock Holding History

Elyxium Wealth’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 		$701K Buy
+9,790
New +$731K 0.07% 155
2026
Q1 		– Sell
-481
Closed -$42K – 937
2025
Q4 		$42K Buy
+481
New +$43K 0.01% 406

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Elyxium Wealth's OTIS Position: Q2 2026 in Review

Elyxium Wealth opened a new position in Otis Worldwide (OTIS) in Q2 2026: 9,790 shares worth $701K. The stake represents 0.07% of the portfolio and ranks #155 among its holdings. This is a return to the name: Elyxium Wealth previously reported a position in OTIS as recently as Q4 2025.

Elyxium Wealth first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Elyxium Wealth held 9,790 shares of Otis Worldwide worth $701K as of Q2 2026.
  • Otis Worldwide was a new Elyxium Wealth position in Q2 2026.
  • Otis Worldwide made up 0.07% of Elyxium Wealth's portfolio in Q2 2026, its #155 holding.
  • Elyxium Wealth first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.