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Invesco LLC (Illinois)’s Otis Worldwide OTIS Stock Holding History

Invesco LLC (Illinois)’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 		$231K Hold
3,222
– – 0.07% 125
2026
Q1 		$248K Hold
3,222
– – 0.09% 120
2025
Q4 		$281K Hold
3,222
– – 0.09% 114
2025
Q3 		$295K Hold
3,222
– – 0.1% 116
2025
Q2 		$319K Sell
3,222
-30
-0.9% -$2.9K 0.12% 109
2025
Q1 		$336K Sell
3,252
-731
-18% -$71.4K 0.14% 105
2024
Q4 		$369K Hold
3,983
– – 0.15% 112
2024
Q3 		$414K Sell
3,983
-25
-0.6% -$2.38K 0.17% 112
2024
Q2 		$386K Hold
4,008
– – 0.16% 111
2024
Q1 		$398K Sell
4,008
-61
-1% -$5.64K 0.17% 112
2023
Q4 		$364K Sell
4,069
-65
-2% -$5.41K 0.17% 112
2023
Q3 		$332K Sell
4,134
-117
-3% -$10K 0.17% 119
2023
Q2 		$378K Buy
+4,251
New +$358K 0.19% 112

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Invesco LLC (Illinois)'s OTIS Position: Q2 2026 in Review

Invesco LLC (Illinois) held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,222 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #125.

Invesco LLC (Illinois) first reported a position in OTIS in Q2 2023 and has held it in 13 quarters since. The position peaked at $414K in Q3 2024. 492 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Invesco LLC (Illinois) held 3,222 shares of Otis Worldwide worth $231K as of Q2 2026.
  • Invesco LLC (Illinois) left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.07% of Invesco LLC (Illinois)'s portfolio in Q2 2026, its #125 holding.
  • Invesco LLC (Illinois) first reported a position in Otis Worldwide in Q2 2023 and has held it in 13 quarters since.
  • Invesco LLC (Illinois)'s Otis Worldwide position peaked at $414K in Q3 2024.
  • 492 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Invesco LLC (Illinois)'s 13F filing for Q2 2026, filed 21 Jul 2026.