JWCA
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J.W. Cole Advisors’s Otis Worldwide OTIS Stock Holding History

J.W. Cole Advisors’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 		$1.36M Sell
19,033
-25
-0.1% -$1.87K 0.02% 651
2026
Q1 		$1.47M Buy
19,058
+258
+1% +$22.6K 0.05% 299
2025
Q4 		$1.62M Sell
18,800
-1,786
-9% -$160K 0.04% 464
2025
Q3 		$1.88M Buy
20,586
+1,898
+10% +$172K 0.04% 484
2025
Q2 		$1.85M Buy
18,688
+3,386
+22% +$327K 0.04% 440
2025
Q1 		$1.58M Buy
15,302
+8,097
+112% +$791K 0.05% 382
2024
Q4 		$667K Buy
7,205
+63
+0.9% +$6.32K 0.03% 528
2024
Q3 		$742K Buy
7,142
+744
+12% +$70.9K 0.03% 471
2024
Q2 		$616K Sell
6,398
-54
-0.8% -$5.2K 0.03% 472
2024
Q1 		$640K Buy
6,452
+1,405
+28% +$130K 0.03% 458
2023
Q4 		$452K Buy
5,047
+546
+12% +$45.4K 0.03% 518
2023
Q3 		$361K Sell
4,501
-11
-0.2% -$941 0.03% 507
2023
Q2 		$402K Sell
4,512
-261
-5% -$22K 0.03% 483
2023
Q1 		$403K Sell
4,773
-37
-0.8% -$3.06K 0.03% 499
2022
Q4 		$377K Sell
4,810
-409
-8% -$30.2K 0.03% 488
2022
Q3 		$333K Buy
5,219
+166
+3% +$12.1K 0.03% 502
2022
Q2 		$357K Sell
5,053
-9
-0.2% -$663 0.03% 497
2022
Q1 		$390K Sell
5,062
-108
-2% -$8.63K 0.03% 535
2021
Q4 		$450K Sell
5,170
-2,826
-35% -$237K 0.03% 510
2021
Q3 		$658K Buy
7,996
+2,753
+53% +$242K 0.05% 216
2021
Q2 		$429K Buy
5,243
+192
+4% +$14.8K 0.03% 473
2021
Q1 		$346K Sell
5,051
-84
-2% -$5.49K 0.03% 478
2020
Q4 		$347K Sell
5,135
-5,679
-53% -$368K 0.04% 436
2020
Q3 		$675K Buy
+10,814
New +$661K 0.05% 340

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

J.W. Cole Advisors's OTIS Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Otis Worldwide (OTIS) stake by 0.13% in Q2 2026, selling an estimated $1.87K and leaving 19,033 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #651.

J.W. Cole Advisors first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.88M in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • J.W. Cole Advisors held 19,033 shares of Otis Worldwide worth $1.36M as of Q2 2026.
  • J.W. Cole Advisors sold 25 Otis Worldwide shares in Q2 2026, an estimated $1.87K.
  • Otis Worldwide made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #651 holding.
  • J.W. Cole Advisors first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Otis Worldwide position peaked at $1.88M in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.