Horizon Financial Services’s Otis Worldwide OTIS Stock Holding History

Horizon Financial Services’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	$14.2K	Buy	+198	New	+$14.8K	0.01%	293

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Horizon Financial Services's OTIS Position: Q2 2026 in Review

Horizon Financial Services opened a new position in Otis Worldwide (OTIS) in Q2 2026: 198 shares worth $14.2K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings.

483 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Horizon Financial Services held 198 shares of Otis Worldwide worth $14.2K as of Q2 2026.
Otis Worldwide was a new Horizon Financial Services position in Q2 2026.
Otis Worldwide made up 0.01% of Horizon Financial Services's portfolio in Q2 2026, its #293 holding.
483 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.