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Harbor Asset Planning’s Otis Worldwide OTIS Stock Holding History

Harbor Asset Planning’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 		$2.3K Hold
32
– – ﹤0.01% 388
2026
Q1 		$2.48K Hold
32
– – ﹤0.01% 389
2025
Q4 		$2.81K Hold
32
– – ﹤0.01% 405
2025
Q3 		$2.94K Hold
32
– – ﹤0.01% 379
2025
Q2 		$3.18K Buy
+32
New +$3.09K ﹤0.01% 377

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

Harbor Asset Planning's OTIS Position: Q2 2026 in Review

Harbor Asset Planning held its Otis Worldwide (OTIS) position steady in Q2 2026 at 32 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Harbor Asset Planning first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.18K in Q2 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Harbor Asset Planning held 32 shares of Otis Worldwide worth $2.3K as of Q2 2026.
  • Harbor Asset Planning left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #388 holding.
  • Harbor Asset Planning first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Otis Worldwide position peaked at $3.18K in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.