Fortis Group Advisors’s Otis Worldwide OTIS Stock Holding History

Fortis Group 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	$2.72K	Hold	38	–	–	﹤0.01%	482
2026 Q1	$2.93K	Hold	38	–	–	﹤0.01%	468
2025 Q4	$3.32K	Hold	38	–	–	﹤0.01%	463
2025 Q3	$3.47K	Hold	38	–	–	﹤0.01%	423
2025 Q2	$3.76K	Hold	38	–	–	﹤0.01%	409
2025 Q1	$3.92K	Hold	38	–	–	﹤0.01%	371
2024 Q4	$3.52K	Hold	38	–	–	﹤0.01%	394
2024 Q3	$3.95K	Hold	38	–	–	﹤0.01%	371
2024 Q2	$3.66K	Hold	38	–	–	﹤0.01%	376
2024 Q1	$3.77K	Sell	38 -38	-50%	-$3.51K	﹤0.01%	394
2023 Q4	$6.8K	Buy	76 +38	+100%	+$3.16K	﹤0.01%	332
2023 Q3	$3.05K	Buy	+38	New	+$3.25K	﹤0.01%	335
2020 Q3	$2K	Buy	+38	New	+$2.32K	﹤0.01%	401

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

Fortis Group Advisors's OTIS Position: Q2 2026 in Review

Fortis Group Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 38 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Fortis Group Advisors first reported a position in OTIS in Q3 2020 and has held it in 13 quarters since. The position peaked at $6.8K in Q4 2023. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Fortis Group Advisors held 38 shares of Otis Worldwide worth $2.72K as of Q2 2026.
Fortis Group Advisors left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #482 holding.
Fortis Group Advisors first reported a position in Otis Worldwide in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Otis Worldwide position peaked at $6.8K in Q4 2023.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.