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Global Wealth Strategies & Associates’s Otis Worldwide OTIS Stock Holding History

Global Wealth Strategies & Associates’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
-100
Closed -$7.71K – 331
2026
Q1 		$7.71K Hold
100
– – ﹤0.01% 334
2025
Q4 		$8.73K Hold
100
– – ﹤0.01% 325
2025
Q3 		$9.14K Hold
100
– – ﹤0.01% 295
2025
Q2 		$9.9K Hold
100
– – ﹤0.01% 226
2025
Q1 		$10.3K Buy
+100
New +$9.77K ﹤0.01% 259

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
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
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

Global Wealth Strategies & Associates's OTIS Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 100 shares — an estimated $7.71K sold.

Global Wealth Strategies & Associates first reported a position in OTIS in Q1 2025 and held it in 5 quarters. The position peaked at $10.3K in Q1 2025. 388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 100 Otis Worldwide shares in Q2 2026, an estimated $7.71K.
  • Global Wealth Strategies & Associates first reported a position in Otis Worldwide in Q1 2025 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's Otis Worldwide position peaked at $10.3K in Q1 2025.
  • 388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.