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Hughes Financial Services’s Otis Worldwide OTIS Stock Holding History

Hughes 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 		$1.29K Buy
+18
New +$1.34K ﹤0.01% 863
2026
Q1 		– Sell
-2
Closed -$175 – 1783
2025
Q4 		$175 Sell
2
-3
-60% -$268 ﹤0.01% 1007
2025
Q3 		$451 Sell
5
-20
-80% -$1.82K ﹤0.01% 989
2025
Q2 		$2.17K Sell
25
-24
-49% -$2.32K ﹤0.01% 532
2025
Q1 		$5.1K Buy
+49
New +$4.79K ﹤0.01% 397

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

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

Hughes Financial Services opened a new position in Otis Worldwide (OTIS) in Q2 2026: 18 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Hughes Financial Services previously reported a position in OTIS as recently as Q4 2025.

Hughes Financial Services first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.1K in Q1 2025. 283 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Hughes Financial Services held 18 shares of Otis Worldwide worth $1.29K as of Q2 2026.
  • Otis Worldwide was a new Hughes Financial Services position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #863 holding.
  • Hughes Financial Services first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • Hughes Financial Services's Otis Worldwide position peaked at $5.1K in Q1 2025.
  • 283 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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