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Gilpin Wealth Management’s Otis Worldwide OTIS Stock Holding History

Gilpin Wealth Management’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 		– Sell
-16
Closed -$1.23K – 1096
2026
Q1 		$1.23K Hold
16
– – ﹤0.01% 447
2025
Q4 		$1.4K Buy
+16
New +$1.43K ﹤0.01% 409

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

Gilpin Wealth Management's OTIS Position: Q2 2026 in Review

Gilpin Wealth Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 16 shares — an estimated $1.23K sold.

Gilpin Wealth Management first reported a position in OTIS in Q4 2025 and held it in 2 quarters. The position peaked at $1.4K in Q4 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Gilpin Wealth Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 16 Otis Worldwide shares in Q2 2026, an estimated $1.23K.
  • Gilpin Wealth Management first reported a position in Otis Worldwide in Q4 2025 and held it in 2 quarters.
  • Gilpin Wealth Management's Otis Worldwide position peaked at $1.4K in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.