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Financial Management Professionals’s Otis Worldwide OTIS Stock Holding History

Financial Management Professionals’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 		$9.81K Buy
+137
New +$10.2K ﹤0.01% 594
2026
Q1 		– Sell
-3
Closed -$262 – 1012
2025
Q4 		$262 Buy
+3
New +$268 ﹤0.01% 931
2025
Q3 		– Sell
-21
Closed -$2.08K – 1027
2025
Q2 		$2.08K Hold
21
– – ﹤0.01% 745
2025
Q1 		$2.17K Buy
21
+15
+250% +$1.47K ﹤0.01% 734
2024
Q4 		$556 Sell
6
-6
-50% -$602 ﹤0.01% 877
2024
Q3 		$1K Sell
12
-78
-87% -$7.43K ﹤0.01% 864
2024
Q2 		$9K Sell
90
-55
-38% -$5.3K ﹤0.01% 501
2024
Q1 		$14K Buy
145
+14
+11% +$1.29K ﹤0.01% 489
2023
Q4 		$12K Buy
131
+73
+126% +$6.07K ﹤0.01% 506
2023
Q3 		$5K Sell
58
-61
-51% -$5.22K ﹤0.01% 606
2023
Q2 		$11K Sell
119
-13
-10% -$1.09K ﹤0.01% 517
2023
Q1 		$11K Buy
132
+31
+31% +$2.56K ﹤0.01% 543
2022
Q4 		$8K Hold
101
– – ﹤0.01% 547
2022
Q3 		$6K Sell
101
-215
-68% -$15.7K ﹤0.01% 585
2022
Q2 		$22K Buy
316
+137
+77% +$10.1K 0.01% 340
2022
Q1 		$14K Buy
179
+165
+1,179% +$13.2K ﹤0.01% 443
2021
Q4 		$1K Sell
14
-17
-55% -$1.42K ﹤0.01% 868
2021
Q3 		$3K Sell
31
-3
-9% -$264 ﹤0.01% 667
2021
Q2 		$3K Buy
34
+16
+89% +$1.23K ﹤0.01% 610
2021
Q1 		$1K Hold
18
– – ﹤0.01% 633
2020
Q4 		$1K Sell
18
-12
-40% -$778 ﹤0.01% 602
2020
Q3 		$2K Sell
30
-111
-79% -$6.79K ﹤0.01% 521
2020
Q2 		$8K Buy
+141
New +$7.3K ﹤0.01% 335

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 Management Professionals's OTIS Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Otis Worldwide (OTIS) in Q2 2026: 137 shares worth $9.81K. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in OTIS as recently as Q4 2025.

Financial Management Professionals first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $22K in Q2 2022. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Financial Management Professionals held 137 shares of Otis Worldwide worth $9.81K as of Q2 2026.
  • Otis Worldwide was a new Financial Management Professionals position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #594 holding.
  • Financial Management Professionals first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Financial Management Professionals's Otis Worldwide position peaked at $22K in Q2 2022.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.