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Financial Consulate’s Otis Worldwide OTIS Stock Holding History

Financial Consulate’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 		$80.8K Buy
1,128
+6
+0.5% +$448 0.01% 266
2026
Q1 		$86.5K Sell
1,122
-316
-22% -$27.6K 0.01% 235
2025
Q4 		$126K Buy
1,438
+17
+1% +$1.52K 0.02% 211
2025
Q3 		$130K Buy
+1,421
New +$129K 0.02% 202

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

Financial Consulate's OTIS Position: Q2 2026 in Review

Financial Consulate increased its Otis Worldwide (OTIS) stake by 0.53% in Q2 2026, buying an estimated $448 and bringing the position to 1,128 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #266.

Financial Consulate first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $130K in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Financial Consulate held 1,128 shares of Otis Worldwide worth $80.8K as of Q2 2026.
  • Financial Consulate bought 6 Otis Worldwide shares in Q2 2026, an estimated $448.
  • Otis Worldwide made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #266 holding.
  • Financial Consulate first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Otis Worldwide position peaked at $130K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.