HIW
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Holos Integrated Wealth’s Otis Worldwide OTIS Stock Holding History

Holos Integrated Wealth’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 		$4.41K Hold
60
– – ﹤0.01% 308
2026
Q1 		$4.67K Hold
60
– – ﹤0.01% 303
2025
Q4 		$5.3K Hold
60
– – ﹤0.01% 234
2025
Q3 		$5.37K Hold
60
– – ﹤0.01% 228
2025
Q2 		$5.25K Hold
60
– – ﹤0.01% 229
2025
Q1 		$6.19K Sell
60
-22
-27% -$2.15K ﹤0.01% 217
2024
Q4 		$7.59K Buy
+82
New +$8.22K 0.01% 212

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

Holos Integrated Wealth's OTIS Position: Q2 2026 in Review

Holos Integrated Wealth held its Otis Worldwide (OTIS) position steady in Q2 2026 at 60 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Holos Integrated Wealth first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.59K in Q4 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Holos Integrated Wealth held 60 shares of Otis Worldwide worth $4.41K as of Q2 2026.
  • Holos Integrated Wealth left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #308 holding.
  • Holos Integrated Wealth first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Otis Worldwide position peaked at $7.59K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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