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Kraematon Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Kraematon Investment 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 		– Sell
-2,698
Closed -$208K – 107
2026
Q1 		$208K Sell
2,698
-666
-20% -$58.3K 0.17% 96
2025
Q4 		$294K Sell
3,364
-527
-14% -$47.1K 0.23% 83
2025
Q3 		$356K Sell
3,891
-143
-4% -$13K 0.3% 69
2025
Q2 		$399K Buy
4,034
+10
+0.2% +$965 0.38% 62
2025
Q1 		$415K Buy
4,024
+9
+0.2% +$879 0.42% 59
2024
Q4 		$372K Buy
4,015
+9
+0.2% +$903 0.37% 61
2024
Q3 		$416K Sell
4,006
-98
-2% -$9.34K 0.41% 60
2024
Q2 		$395K Buy
4,104
+10
+0.2% +$964 0.4% 59
2024
Q1 		$406K Sell
4,094
-149
-4% -$13.8K 0.41% 59
2023
Q4 		$380K Sell
4,243
-293
-6% -$24.4K 0.42% 58
2023
Q3 		$364K Buy
4,536
+11
+0.2% +$941 0.45% 57
2023
Q2 		$403K Sell
4,525
-312
-6% -$26.3K 0.44% 57
2023
Q1 		$408K Sell
4,837
-980
-17% -$81.1K 0.47% 55
2022
Q4 		$455K Sell
5,817
-311
-5% -$23K 0.49% 54
2022
Q3 		$391K Sell
6,128
-384
-6% -$28.1K 0.5% 53
2022
Q2 		$460K Sell
6,512
-483
-7% -$35.6K 0.53% 51
2022
Q1 		$538K Sell
6,995
-86
-1% -$6.87K 0.51% 52
2021
Q4 		$617K Buy
+7,081
New +$593K 0.55% 50

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

Kraematon Investment Advisors's OTIS Position: Q2 2026 in Review

Kraematon Investment Advisors sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,698 shares — an estimated $208K sold.

Kraematon Investment Advisors first reported a position in OTIS in Q4 2021 and held it in 18 quarters. The position peaked at $617K in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Kraematon Investment Advisors reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Kraematon Investment Advisors sold 2,698 Otis Worldwide shares in Q2 2026, an estimated $208K.
  • Kraematon Investment Advisors first reported a position in Otis Worldwide in Q4 2021 and held it in 18 quarters.
  • Kraematon Investment Advisors's Otis Worldwide position peaked at $617K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.