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J. Team Financial’s Otis Worldwide OTIS Stock Holding History

J. Team Financial’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 		– Sell
-2,840
Closed -$219K – 109
2026
Q1 		$219K Sell
2,840
-321
-10% -$28.1K 0.25% 75
2025
Q4 		$276K Buy
3,161
+152
+5% +$13.6K 0.28% 75
2025
Q3 		$275K Buy
+3,009
New +$273K 0.28% 73

Other funds holding OTIS

Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LFG
Lazard Frères Gestion Paris, France $5.77B AUM 23.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

J. Team Financial's OTIS Position: Q2 2026 in Review

J. Team Financial sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,840 shares — an estimated $219K sold.

J. Team Financial first reported a position in OTIS in Q3 2025 and held it in 3 quarters. The position peaked at $276K in Q4 2025. 633 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • J. Team Financial reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • J. Team Financial sold 2,840 Otis Worldwide shares in Q2 2026, an estimated $219K.
  • J. Team Financial first reported a position in Otis Worldwide in Q3 2025 and held it in 3 quarters.
  • J. Team Financial's Otis Worldwide position peaked at $276K in Q4 2025.
  • 633 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.