JWA
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JFS Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

JFS Wealth 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 		$24.9K Sell
348
-22
-6% -$1.64K ﹤0.01% 713
2026
Q1 		$28.5K Sell
370
-129
-26% -$11.3K ﹤0.01% 650
2025
Q4 		$43.6K Buy
499
+100
+25% +$8.95K ﹤0.01% 559
2025
Q3 		$36.5K Sell
399
-3
-0.7% -$272 ﹤0.01% 569
2025
Q2 		$39.8K Sell
402
-21
-5% -$2.03K ﹤0.01% 510
2025
Q1 		$43.7K Sell
423
-69
-14% -$6.74K ﹤0.01% 499
2024
Q4 		$45.6K Sell
492
-27
-5% -$2.71K ﹤0.01% 480
2024
Q3 		$53.9K Sell
519
-189
-27% -$18K ﹤0.01% 451
2024
Q2 		$68.1K Sell
708
-226
-24% -$21.8K 0.01% 376
2024
Q1 		$92.7K Buy
934
+56
+6% +$5.18K 0.01% 324
2023
Q4 		$78.6K Buy
878
+227
+35% +$18.9K 0.01% 344
2023
Q3 		$52.3K Sell
651
-3
-0.5% -$257 ﹤0.01% 372
2023
Q2 		$58.3K Sell
654
-17
-3% -$1.43K 0.01% 355
2023
Q1 		$56.6K Buy
671
+24
+4% +$1.99K 0.01% 353
2022
Q4 		$50.7K Buy
647
+491
+315% +$36.3K 0.01% 363
2022
Q3 		$10K Sell
156
-337
-68% -$24.7K ﹤0.01% 731
2022
Q2 		$35K Sell
493
-84
-15% -$6.19K ﹤0.01% 465
2022
Q1 		$44K Sell
577
-19
-3% -$1.52K ﹤0.01% 453
2021
Q4 		$52K Buy
596
+35
+6% +$2.93K ﹤0.01% 412
2021
Q3 		$46K Buy
561
+72
+15% +$6.33K ﹤0.01% 426
2021
Q2 		$40K Buy
489
+148
+43% +$11.4K 0.01% 294
2021
Q1 		$23K Sell
341
-288
-46% -$18.8K ﹤0.01% 322
2020
Q4 		$42K Sell
629
-233
-27% -$15.1K 0.01% 264
2020
Q3 		$54K Sell
862
-40
-4% -$2.45K 0.01% 227
2020
Q2 		$51K Buy
+902
New +$46.7K 0.01% 226

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

JFS Wealth Advisors's OTIS Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Otis Worldwide (OTIS) stake by 5.9% in Q2 2026, selling an estimated $1.64K and leaving 348 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

JFS Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $92.7K in Q1 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • JFS Wealth Advisors held 348 shares of Otis Worldwide worth $24.9K as of Q2 2026.
  • JFS Wealth Advisors sold 22 Otis Worldwide shares in Q2 2026, an estimated $1.64K.
  • Otis Worldwide made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #713 holding.
  • JFS Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • JFS Wealth Advisors's Otis Worldwide position peaked at $92.7K in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.