FFO
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Fortitude Family Office’s Otis Worldwide OTIS Stock Holding History

Fortitude Family Office’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 		$46.4K Buy
648
+305
+89% +$22.8K 0.01% 308
2026
Q1 		$26.4K Buy
343
+50
+17% +$4.38K 0.01% 360
2025
Q4 		$25.6K Sell
293
-76
-21% -$6.8K 0.01% 351
2025
Q3 		$33.7K Buy
369
+1
+0.3% +$91 0.01% 298
2025
Q2 		$36.4K Buy
368
+46
+14% +$4.44K 0.01% 290
2025
Q1 		$33.2K Hold
322
– – 0.01% 293
2024
Q4 		$29.8K Buy
322
+267
+485% +$26.8K 0.01% 365
2024
Q3 		$5.72K Hold
55
– – ﹤0.01% 746
2024
Q2 		$5.29K Hold
55
– – ﹤0.01% 570
2024
Q1 		$5.46K Hold
55
– – ﹤0.01% 564
2023
Q4 		$4.92K Buy
+55
New +$4.57K ﹤0.01% 646

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

Fortitude Family Office's OTIS Position: Q2 2026 in Review

Fortitude Family Office increased its Otis Worldwide (OTIS) stake by 89% in Q2 2026, buying an estimated $22.8K and bringing the position to 648 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #308.

Fortitude Family Office first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fortitude Family Office held 648 shares of Otis Worldwide worth $46.4K as of Q2 2026.
  • Fortitude Family Office bought 305 Otis Worldwide shares in Q2 2026, an estimated $22.8K.
  • Otis Worldwide made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #308 holding.
  • Fortitude Family Office first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.