Fifth Third Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Fifth Third Wealth 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	$397K	Buy	5,543 +777	+16%	+$58K	0.01%	582
2026 Q1	$367K	Buy	4,766 +653	+16%	+$57.1K	0.01%	527
2025 Q4	$359K	Buy	4,113 +63	+2%	+$5.64K	0.01%	502
2025 Q3	$370K	Sell	4,050 -353	-8%	-$32K	0.01%	482
2025 Q2	$436K	Sell	4,403 -15	-0.3%	-$1.45K	0.02%	401
2025 Q1	$456K	Buy	4,418 +2	+0%	+$195	0.02%	354
2024 Q4	$409K	Buy	4,416 +162	+4%	+$16.2K	0.02%	386
2024 Q3	$442K	Buy	4,254 +20	+0.5%	+$1.91K	0.03%	342
2024 Q2	$408K	Buy	+4,234	New	+$408K	0.03%	320

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fifth Third Wealth Advisors's OTIS Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Otis Worldwide (OTIS) stake by 16% in Q2 2026, buying an estimated $58K and bringing the position to 5,543 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #582.

Fifth Third Wealth Advisors first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $456K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Fifth Third Wealth Advisors held 5,543 shares of Otis Worldwide worth $397K as of Q2 2026.
Fifth Third Wealth Advisors bought 777 Otis Worldwide shares in Q2 2026, an estimated $58K.
Otis Worldwide made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #582 holding.
Fifth Third Wealth Advisors first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's Otis Worldwide position peaked at $456K in Q1 2025.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.