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IFP Advisors’s Otis Worldwide OTIS Stock Holding History

IFP Advisors’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 		$1.87M Buy
26,109
+3,732
+17% +$279K 0.03% 509
2026
Q1 		$1.72M Sell
22,377
-27
-0.1% -$2.36K 0.04% 508
2025
Q4 		$1.96M Buy
22,404
+20,624
+1,159% +$1.85M 0.04% 427
2025
Q3 		$163K Sell
1,780
-466
-21% -$42.3K ﹤0.01% 1396
2025
Q2 		$222K Sell
2,246
-8,812
-80% -$851K 0.01% 1223
2025
Q1 		$1.14M Buy
11,058
+9,382
+560% +$917K 0.04% 520
2024
Q4 		$155K Buy
1,676
+136
+9% +$13.6K 0.01% 1261
2024
Q3 		$160K Buy
1,540
+48
+3% +$4.57K 0.01% 1193
2024
Q2 		$144K Sell
1,492
-45
-3% -$4.34K 0.01% 1203
2024
Q1 		$153K Sell
1,537
-106
-6% -$9.8K 0.01% 1126
2023
Q4 		$147K Sell
1,643
-352
-18% -$29.3K 0.01% 1101
2023
Q3 		$160K Sell
1,995
-25
-1% -$2.14K 0.01% 1054
2023
Q2 		$180K Buy
2,020
+218
+12% +$18.4K 0.01% 1068
2023
Q1 		$81.6K Sell
1,802
-3,500
-66% -$290K ﹤0.01% 1351
2022
Q4 		$254K Buy
5,302
+557
+12% +$41.1K 0.01% 1229
2022
Q3 		$230K Buy
4,745
+299
+7% +$21.9K 0.01% 1330
2022
Q2 		$213K Hold
4,446
– – 0.01% 1245
2022
Q1 		$213K Buy
4,446
+3,071
+223% +$245K 0.01% 1245
2021
Q4 		$120K Buy
1,375
+74
+6% +$6.19K ﹤0.01% 1189
2021
Q3 		$108K Sell
1,301
-13,510
-91% -$1.19M ﹤0.01% 1252
2021
Q2 		$1.21M Sell
14,811
-4,264
-22% -$328K 0.03% 337
2021
Q1 		$1.3M Buy
19,075
+7,357
+63% +$481K 0.03% 317
2020
Q4 		$781K Buy
11,718
+8,880
+313% +$576K 0.03% 392
2020
Q3 		$181K Sell
2,838
-135
-5% -$8.26K 0.01% 740
2020
Q2 		$168K Buy
+2,973
New +$154K 0.01% 738

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

IFP Advisors's OTIS Position: Q2 2026 in Review

IFP Advisors increased its Otis Worldwide (OTIS) stake by 17% in Q2 2026, buying an estimated $279K and bringing the position to 26,109 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #509.

IFP Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.96M in Q4 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • IFP Advisors held 26,109 shares of Otis Worldwide worth $1.87M as of Q2 2026.
  • IFP Advisors bought 3,732 Otis Worldwide shares in Q2 2026, an estimated $279K.
  • Otis Worldwide made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #509 holding.
  • IFP Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • IFP Advisors's Otis Worldwide position peaked at $1.96M in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.