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Financial Perspectives’s Otis Worldwide OTIS Stock Holding History

Financial Perspectives’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 		$12.9K Hold
180
– – ﹤0.01% 519
2026
Q1 		$13.9K Hold
180
– – ﹤0.01% 500
2025
Q4 		$15.7K Hold
180
– – ﹤0.01% 470
2025
Q3 		$16.5K Hold
180
– – ﹤0.01% 456
2025
Q2 		$17.8K Hold
180
– – 0.01% 437
2025
Q1 		$18.6K Hold
180
– – 0.01% 423
2024
Q4 		$16.7K Hold
180
– – 0.01% 438
2024
Q3 		$18.7K Hold
180
– – 0.01% 397
2024
Q2 		$17.3K Hold
180
– – 0.01% 399
2024
Q1 		$17.9K Hold
180
– – 0.01% 394
2023
Q4 		$16.1K Hold
180
– – 0.01% 405
2023
Q3 		$14.5K Hold
180
– – 0.01% 400
2023
Q2 		$16K Hold
180
– – 0.01% 390
2023
Q1 		$15.2K Hold
180
– – 0.01% 398
2022
Q4 		$14.1K Hold
180
– – 0.01% 398
2022
Q3 		$11.5K Hold
180
– – 0.01% 418
2022
Q2 		$12.7K Hold
180
– – 0.01% 412
2022
Q1 		$13.9K Hold
180
– – 0.01% 418
2021
Q4 		$15.7K Hold
180
– – 0.01% 388
2021
Q3 		$14.8K Sell
180
-14
-7% -$1.23K 0.01% 394
2021
Q2 		$15.9K Sell
194
-13,085
-99% -$1.01M 0.01% 406
2021
Q1 		$194K Buy
13,279
+13,085
+6,745% +$855K 0.01% 411
2020
Q4 		$13.1K Buy
194
+14
+8% +$908 0.01% 377
2020
Q3 		$11.2K Hold
180
– – 0.01% 358
2020
Q2 		$10.2K Buy
+180
New +$9.33K 0.01% 348

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 Perspectives's OTIS Position: Q2 2026 in Review

Financial Perspectives held its Otis Worldwide (OTIS) position steady in Q2 2026 at 180 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Financial Perspectives first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $194K in Q1 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Financial Perspectives held 180 shares of Otis Worldwide worth $12.9K as of Q2 2026.
  • Financial Perspectives left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #519 holding.
  • Financial Perspectives first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Financial Perspectives's Otis Worldwide position peaked at $194K in Q1 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.