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Great Diamond Partners’s Otis Worldwide OTIS Stock Holding History

Great Diamond Partners’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 		$243K Hold
3,394
– – 0.04% 224
2026
Q1 		$262K Sell
3,394
-53
-2% -$4.64K 0.05% 208
2025
Q4 		$301K Hold
3,447
– – 0.06% 196
2025
Q3 		$315K Buy
3,447
+300
+10% +$27.2K 0.06% 185
2025
Q2 		$312K Buy
+3,147
New +$304K 0.07% 181

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

Great Diamond Partners's OTIS Position: Q2 2026 in Review

Great Diamond Partners held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,394 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #224.

Great Diamond Partners first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $315K in Q3 2025. 483 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Great Diamond Partners held 3,394 shares of Otis Worldwide worth $243K as of Q2 2026.
  • Great Diamond Partners left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.04% of Great Diamond Partners's portfolio in Q2 2026, its #224 holding.
  • Great Diamond Partners first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • Great Diamond Partners's Otis Worldwide position peaked at $315K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.