FFA
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Farther Finance Advisors’s Otis Worldwide OTIS Stock Holding History

Farther Finance Advisors’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 		$414K Sell
5,780
-17
-0.3% -$1.27K ﹤0.01% 1693
2026
Q1 		$449K Sell
5,797
-711
-11% -$62.2K ﹤0.01% 1481
2025
Q4 		$569K Buy
6,508
+3,569
+121% +$319K 0.01% 1220
2025
Q3 		$269K Sell
2,939
-57
-2% -$5.17K ﹤0.01% 1445
2025
Q2 		$297K Buy
2,996
+151
+5% +$14.6K 0.01% 1204
2025
Q1 		$296K Buy
2,845
+1,466
+106% +$143K 0.01% 1040
2024
Q4 		$128K Sell
1,379
-240
-15% -$24.1K ﹤0.01% 1206
2024
Q3 		$168K Buy
1,619
+64
+4% +$6.1K 0.01% 1066
2024
Q2 		$148K Buy
1,555
+446
+40% +$43K 0.01% 968
2024
Q1 		$109K Sell
1,109
-912
-45% -$84.3K 0.01% 922
2023
Q4 		$181K Buy
2,021
+442
+28% +$36.8K 0.01% 579
2023
Q3 		$127K Buy
1,579
+1,172
+288% +$100K 0.02% 488
2023
Q2 		$36.2K Buy
407
+38
+10% +$3.2K 0.01% 773
2023
Q1 		$31.1K Buy
369
+247
+202% +$20.4K 0.01% 758
2022
Q4 		$9.55K Buy
+122
New +$9.01K ﹤0.01% 959

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

Farther Finance Advisors's OTIS Position: Q2 2026 in Review

Farther Finance Advisors reduced its Otis Worldwide (OTIS) stake by 0.29% in Q2 2026, selling an estimated $1.27K and leaving 5,780 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Farther Finance Advisors first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $569K in Q4 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Farther Finance Advisors held 5,780 shares of Otis Worldwide worth $414K as of Q2 2026.
  • Farther Finance Advisors sold 17 Otis Worldwide shares in Q2 2026, an estimated $1.27K.
  • Otis Worldwide made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1693 holding.
  • Farther Finance Advisors first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Otis Worldwide position peaked at $569K in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.