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Fortune Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Fortune Financial 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 		$335K Buy
4,672
+392
+9% +$29.3K 0.14% 125
2026
Q1 		$330K Buy
4,280
+452
+12% +$39.5K 0.17% 111
2025
Q4 		$334K Buy
3,828
+1
+0% +$89 0.23% 77
2025
Q3 		$350K Buy
3,827
+3
+0.1% +$272 0.26% 77
2025
Q2 		$379K Buy
3,824
+248
+7% +$23.9K 0.3% 74
2025
Q1 		$369K Buy
3,576
+2
+0.1% +$195 0.32% 71
2024
Q4 		$331K Buy
3,574
+5
+0.1% +$501 0.3% 70
2024
Q3 		$371K Buy
3,569
+2
+0.1% +$191 0.34% 67
2024
Q2 		$343K Buy
3,567
+44
+1% +$4.24K 0.21% 100
2024
Q1 		$350K Buy
3,523
+15
+0.4% +$1.39K 0.22% 102
2023
Q4 		$314K Sell
3,508
-602
-15% -$50.1K 0.22% 99
2023
Q3 		$330K Buy
4,110
+9
+0.2% +$770 0.25% 90
2023
Q2 		$365K Buy
+4,101
New +$346K 0.27% 84

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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Fortune Financial Advisors's OTIS Position: Q2 2026 in Review

Fortune Financial Advisors increased its Otis Worldwide (OTIS) stake by 9.2% in Q2 2026, buying an estimated $29.3K and bringing the position to 4,672 shares worth $335K. The position accounts for 0.14% of the portfolio, ranked #125.

Fortune Financial Advisors first reported a position in OTIS in Q2 2023 and has held it in 13 quarters since. The position peaked at $379K in Q2 2025. 483 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fortune Financial Advisors held 4,672 shares of Otis Worldwide worth $335K as of Q2 2026.
  • Fortune Financial Advisors bought 392 Otis Worldwide shares in Q2 2026, an estimated $29.3K.
  • Otis Worldwide made up 0.14% of Fortune Financial Advisors's portfolio in Q2 2026, its #125 holding.
  • Fortune Financial Advisors first reported a position in Otis Worldwide in Q2 2023 and has held it in 13 quarters since.
  • Fortune Financial Advisors's Otis Worldwide position peaked at $379K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.