GSWM
OTIS icon

Golden State Wealth Management’s Otis Worldwide OTIS Stock Holding History

Golden State 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 		$46.4K Buy
648
+359
+124% +$26.8K ﹤0.01% 741
2026
Q1 		$22.3K Hold
289
– – ﹤0.01% 891
2025
Q4 		$25.3K Hold
289
– – ﹤0.01% 872
2025
Q3 		$26.4K Sell
289
-155
-35% -$14.1K ﹤0.01% 845
2025
Q2 		$44K Sell
444
-169
-28% -$16.3K 0.01% 676
2025
Q1 		$63.3K Buy
613
+241
+65% +$23.5K 0.01% 540
2024
Q4 		$34.5K Buy
+372
New +$37.3K 0.01% 647

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

Golden State Wealth Management's OTIS Position: Q2 2026 in Review

Golden State Wealth Management increased its Otis Worldwide (OTIS) stake by 124% in Q2 2026, buying an estimated $26.8K and bringing the position to 648 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Golden State Wealth Management first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.3K in Q1 2025. 388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Golden State Wealth Management held 648 shares of Otis Worldwide worth $46.4K as of Q2 2026.
  • Golden State Wealth Management bought 359 Otis Worldwide shares in Q2 2026, an estimated $26.8K.
  • Otis Worldwide made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #741 holding.
  • Golden State Wealth Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Otis Worldwide position peaked at $63.3K in Q1 2025.
  • 388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.