GI
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GAMMA Investing’s Otis Worldwide OTIS Stock Holding History

GAMMA Investing’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 		$385K Sell
5,382
-1,844
-26% -$138K 0.01% 795
2026
Q1 		$557K Buy
7,226
+800
+12% +$70K 0.03% 535
2025
Q4 		$561K Buy
6,426
+113
+2% +$10.1K 0.03% 492
2025
Q3 		$577K Sell
6,313
-1,377
-18% -$125K 0.03% 461
2025
Q2 		$761K Sell
7,690
-263
-3% -$25.4K 0.05% 345
2025
Q1 		$821K Buy
7,953
+1,260
+19% +$123K 0.06% 280
2024
Q4 		$620K Buy
6,693
+1,303
+24% +$131K 0.05% 307
2024
Q3 		$560K Sell
5,390
-25
-0.5% -$2.38K 0.06% 306
2024
Q2 		$521K Buy
5,415
+2,720
+101% +$262K 0.07% 255
2024
Q1 		$268K Buy
2,695
+629
+30% +$58.1K 0.05% 318
2023
Q4 		$183K Buy
+2,066
New +$172K 0.05% 330

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

GAMMA Investing's OTIS Position: Q2 2026 in Review

GAMMA Investing reduced its Otis Worldwide (OTIS) stake by 26% in Q2 2026, selling an estimated $138K and leaving 5,382 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #795.

GAMMA Investing first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $821K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • GAMMA Investing held 5,382 shares of Otis Worldwide worth $385K as of Q2 2026.
  • GAMMA Investing sold 1,844 Otis Worldwide shares in Q2 2026, an estimated $138K.
  • Otis Worldwide made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #795 holding.
  • GAMMA Investing first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Otis Worldwide position peaked at $821K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.