Financial Solutions Advisory Group’s Otis Worldwide OTIS Stock Holding History

Financial Solutions Advisory Group’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	$444K	Buy	+6,163	New	+$460K	0.06%	120

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

Financial Solutions Advisory Group's OTIS Position: Q2 2026 in Review

Financial Solutions Advisory Group opened a new position in Otis Worldwide (OTIS) in Q2 2026: 6,163 shares worth $444K. The stake represents 0.06% of the portfolio and ranks #120 among its holdings.

283 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Financial Solutions Advisory Group held 6,163 shares of Otis Worldwide worth $444K as of Q2 2026.
Otis Worldwide was a new Financial Solutions Advisory Group position in Q2 2026.
Otis Worldwide made up 0.06% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #120 holding.
283 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.