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Investment Research & Advisory Group’s Otis Worldwide OTIS Stock Holding History

Investment Research & Advisory Group’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 		$21.8K Hold
290
– – 0.01% 190
2026
Q1 		$22.4K Hold
290
– – 0.01% 169
2025
Q4 		$25.9K Sell
290
-991
-77% -$88.7K 0.01% 157
2025
Q3 		$118K Sell
1,281
-19,637
-94% -$1.78M 0.04% 87
2025
Q2 		$2.07M Buy
20,918
+1,048
+5% +$101K 0.77% 33
2025
Q1 		$2.05M Buy
19,870
+2,998
+18% +$293K 0.86% 35
2024
Q4 		$1.56M Buy
16,872
+312
+2% +$31.3K 0.65% 39
2024
Q3 		$1.72M Sell
16,560
-1,808
-10% -$172K 0.73% 38
2024
Q2 		$1.77M Buy
18,368
+719
+4% +$69.3K 0.78% 36
2024
Q1 		$1.75M Buy
+17,649
New +$1.63M 0.81% 36

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Investment Research & Advisory Group's OTIS Position: Q2 2026 in Review

Investment Research & Advisory Group held its Otis Worldwide (OTIS) position steady in Q2 2026 at 290 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #190.

Investment Research & Advisory Group first reported a position in OTIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.07M in Q2 2025. 388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Investment Research & Advisory Group held 290 shares of Otis Worldwide worth $21.8K as of Q2 2026.
  • Investment Research & Advisory Group left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #190 holding.
  • Investment Research & Advisory Group first reported a position in Otis Worldwide in Q1 2024 and has held it in 10 quarters since.
  • Investment Research & Advisory Group's Otis Worldwide position peaked at $2.07M in Q2 2025.
  • 388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.