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Investment Advisory Services’s Otis Worldwide OTIS Stock Holding History

Investment Advisory 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 		$347K Sell
4,842
-50
-1% -$3.73K 0.1% 97
2026
Q1 		$377K Sell
4,892
-213
-4% -$18.6K 0.12% 86
2025
Q4 		$446K Sell
5,105
-198
-4% -$17.7K 0.14% 80
2025
Q3 		$485K Sell
5,303
-211
-4% -$19.2K 0.15% 79
2025
Q2 		$546K Buy
5,514
+320
+6% +$30.9K 0.18% 76
2025
Q1 		$536K Sell
5,194
-46
-0.9% -$4.49K 0.19% 73
2024
Q4 		$485K Sell
5,240
-63
-1% -$6.32K 0.17% 74
2024
Q3 		$551K Sell
5,303
-256
-5% -$24.4K 0.19% 74
2024
Q2 		$535K Sell
5,559
-69
-1% -$6.65K 0.2% 77
2024
Q1 		$559K Sell
5,628
-46
-0.8% -$4.25K 0.21% 77
2023
Q4 		$508K Sell
5,674
-49
-0.9% -$4.07K 0.2% 76
2023
Q3 		$460K Hold
5,723
– – 0.2% 78
2023
Q2 		$509K Buy
5,723
+1
+0% +$84 0.22% 75
2023
Q1 		$483K Sell
5,722
-50
-0.9% -$4.14K 0.24% 73
2022
Q4 		$452K Hold
5,772
– – 0.23% 72
2022
Q3 		$368K Sell
5,772
-99
-2% -$7.24K 0.22% 74
2022
Q2 		$415K Sell
5,871
-481
-8% -$35.4K 0.24% 72
2022
Q1 		$489K Buy
6,352
+1
+0% +$80 0.27% 71
2021
Q4 		$553K Buy
6,351
+316
+5% +$26.5K 0.3% 63
2021
Q3 		$497K Sell
6,035
-304
-5% -$26.7K 0.3% 68
2021
Q2 		$505K Buy
+6,339
New +$488K 0.31% 67
2020
Q4 		$449K Sell
6,724
-396
-6% -$25.7K 0.31% 67
2020
Q3 		$444K Buy
7,120
+188
+3% +$11.5K 0.35% 60
2020
Q2 		$394K Buy
+6,932
New +$359K 0.34% 63

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

Investment Advisory Services's OTIS Position: Q2 2026 in Review

Investment Advisory Services reduced its Otis Worldwide (OTIS) stake by 1% in Q2 2026, selling an estimated $3.73K and leaving 4,842 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #97.

Investment Advisory Services first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $559K in Q1 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Investment Advisory Services held 4,842 shares of Otis Worldwide worth $347K as of Q2 2026.
  • Investment Advisory Services sold 50 Otis Worldwide shares in Q2 2026, an estimated $3.73K.
  • Otis Worldwide made up 0.1% of Investment Advisory Services's portfolio in Q2 2026, its #97 holding.
  • Investment Advisory Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Investment Advisory Services's Otis Worldwide position peaked at $559K in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.