Marquette Asset Management’s Otis Worldwide OTIS Stock Holding History

Marquette Asset Management’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	$2.94K	Buy	41 +15	+58%	+$1.12K	﹤0.01%	518
2026 Q1	$2K	Buy	+26	New	+$2.27K	﹤0.01%	545
2025 Q4	–	Sell	-37	Closed	-$3.38K	–	829
2025 Q3	$3.38K	Buy	+37	New	+$3.36K	﹤0.01%	407
2023 Q4	–	Sell	-103	Closed	-$8.27K	–	266
2023 Q3	$8.27K	Buy	103 +34	+49%	+$2.91K	﹤0.01%	225
2023 Q2	$6.14K	Buy	69 +51	+283%	+$4.3K	﹤0.01%	254
2023 Q1	$1.52K	Hold	18	–	–	﹤0.01%	202
2022 Q4	$1.41K	Buy	+18	New	+$1.33K	﹤0.01%	209
2021 Q2	–	Sell	-50	Closed	-$3K	–	247
2021 Q1	$3K	Buy	+50	New	+$3.27K	﹤0.01%	227

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Marquette Asset Management's OTIS Position: Q2 2026 in Review

Marquette Asset Management increased its Otis Worldwide (OTIS) stake by 58% in Q2 2026, buying an estimated $1.12K and bringing the position to 41 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Marquette Asset Management first reported a position in OTIS in Q1 2021 and has held it in 8 quarters since. The position peaked at $8.27K in Q3 2023. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Marquette Asset Management held 41 shares of Otis Worldwide worth $2.94K as of Q2 2026.
Marquette Asset Management bought 15 Otis Worldwide shares in Q2 2026, an estimated $1.12K.
Otis Worldwide made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #518 holding.
Marquette Asset Management first reported a position in Otis Worldwide in Q1 2021 and has held it in 8 quarters since.
Marquette Asset Management's Otis Worldwide position peaked at $8.27K in Q3 2023.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.