HWP
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Highline Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Highline Wealth 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 		$17K Buy
237
+35
+17% +$2.61K ﹤0.01% 429
2026
Q1 		$15.6K Buy
202
+26
+15% +$2.27K ﹤0.01% 349
2025
Q4 		$15.4K Sell
176
-6
-3% -$537 ﹤0.01% 308
2025
Q3 		$16.6K Buy
182
+173
+1,922% +$15.7K ﹤0.01% 309
2025
Q2 		$891 Sell
9
-27
-75% -$2.61K ﹤0.01% 736
2025
Q1 		$3.71K Sell
36
-9
-20% -$879 ﹤0.01% 499
2024
Q4 		$4.17K Buy
45
+15
+50% +$1.5K ﹤0.01% 370
2024
Q3 		$3.12K Buy
30
+27
+900% +$2.57K ﹤0.01% 407
2024
Q2 		$289 Buy
+3
New +$289 ﹤0.01% 534
2023
Q2 		– Sell
-13
Closed -$1.1K – 345
2023
Q1 		$1.1K Buy
+13
New +$1.08K ﹤0.01% 264

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

Highline Wealth Partners's OTIS Position: Q2 2026 in Review

Highline Wealth Partners increased its Otis Worldwide (OTIS) stake by 17% in Q2 2026, buying an estimated $2.61K and bringing the position to 237 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Highline Wealth Partners first reported a position in OTIS in Q1 2023 and has held it in 10 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Highline Wealth Partners held 237 shares of Otis Worldwide worth $17K as of Q2 2026.
  • Highline Wealth Partners bought 35 Otis Worldwide shares in Q2 2026, an estimated $2.61K.
  • Otis Worldwide made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #429 holding.
  • Highline Wealth Partners first reported a position in Otis Worldwide in Q1 2023 and has held it in 10 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.