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International Assets Investment Management’s Otis Worldwide OTIS Stock Holding History

International Assets Investment Management’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 		$138K Sell
1,960
-88
-4% -$6.57K 0.01% 983
2026
Q1 		$159K Sell
2,048
-113
-5% -$9.89K 0.01% 879
2025
Q4 		$189K Buy
+2,161
New +$193K 0.01% 824
2024
Q4 		– Sell
-207,168
Closed -$1.99K – 1547
2024
Q3 		$1.99K Buy
207,168
+205,427
+11,799% +$19.6M 0.01% 903
2024
Q2 		$168K Buy
+1,741
New +$168K 0.02% 767
2021
Q2 		– Sell
-612
Closed -$41K – 1464
2021
Q1 		$41K Hold
612
– – ﹤0.01% 1031
2020
Q4 		$41K Buy
+612
New +$39.7K 0.01% 908

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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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)
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

International Assets Investment Management's OTIS Position: Q2 2026 in Review

International Assets Investment Management reduced its Otis Worldwide (OTIS) stake by 4.3% in Q2 2026, selling an estimated $6.57K and leaving 1,960 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #983.

International Assets Investment Management first reported a position in OTIS in Q4 2020 and has held it in 7 quarters since. The position peaked at $189K in Q4 2025. 426 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • International Assets Investment Management held 1,960 shares of Otis Worldwide worth $138K as of Q2 2026.
  • International Assets Investment Management sold 88 Otis Worldwide shares in Q2 2026, an estimated $6.57K.
  • Otis Worldwide made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #983 holding.
  • International Assets Investment Management first reported a position in Otis Worldwide in Q4 2020 and has held it in 7 quarters since.
  • International Assets Investment Management's Otis Worldwide position peaked at $189K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.