EWM
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Empirical Wealth Management’s Otis Worldwide OTIS Stock Holding History

Empirical 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 		$759K Buy
10,599
+3,704
+54% +$277K 0.01% 488
2026
Q1 		$531K Buy
6,895
+962
+16% +$84.2K 0.01% 555
2025
Q4 		$518K Buy
5,933
+3,648
+160% +$326K 0.01% 503
2025
Q3 		$209K Sell
2,285
-383
-14% -$34.8K ﹤0.01% 745
2025
Q2 		$264K Sell
2,668
-680
-20% -$65.6K 0.01% 567
2025
Q1 		$345K Sell
3,348
-20,932
-86% -$2.04M 0.01% 482
2024
Q4 		$2.25M Buy
24,280
+3,088
+15% +$310K 0.06% 183
2024
Q3 		$2.2M Buy
21,192
+2,252
+12% +$215K 0.06% 178
2024
Q2 		$1.82M Buy
18,940
+1,010
+6% +$97.3K 0.05% 191
2024
Q1 		$1.78M Buy
17,930
+2,711
+18% +$251K 0.05% 191
2023
Q4 		$1.36M Buy
15,219
+1,866
+14% +$155K 0.05% 209
2023
Q3 		$1.07M Buy
13,353
+1,664
+14% +$142K 0.04% 216
2023
Q2 		$1.04M Buy
+11,689
New +$985K 0.04% 221
2022
Q2 		– Sell
-6,682
Closed -$514K – 511
2022
Q1 		$514K Buy
6,682
+1,526
+30% +$122K 0.03% 327
2021
Q4 		$449K Sell
5,156
-140
-3% -$11.7K 0.02% 358
2021
Q3 		$436K Buy
+5,296
New +$466K 0.02% 326

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

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

Empirical Wealth Management increased its Otis Worldwide (OTIS) stake by 54% in Q2 2026, buying an estimated $277K and bringing the position to 10,599 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #488.

Empirical Wealth Management first reported a position in OTIS in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.25M in Q4 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Empirical Wealth Management held 10,599 shares of Otis Worldwide worth $759K as of Q2 2026.
  • Empirical Wealth Management bought 3,704 Otis Worldwide shares in Q2 2026, an estimated $277K.
  • Otis Worldwide made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Empirical Wealth Management first reported a position in Otis Worldwide in Q3 2021 and has held it in 16 quarters since.
  • Empirical Wealth Management's Otis Worldwide position peaked at $2.25M in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.