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Mascoma Wealth Management’s Otis Worldwide OTIS Stock Holding History

Mascoma Wealth 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 		$17.9K Hold
250
– – ﹤0.01% 270
2026
Q1 		$19.3K Hold
250
– – ﹤0.01% 264
2025
Q4 		$21.8K Sell
250
-50
-17% -$4.47K ﹤0.01% 251
2025
Q3 		$27.4K Buy
300
+21
+8% +$1.91K 0.01% 238
2025
Q2 		$27.6K Hold
279
– – 0.01% 239
2025
Q1 		$28.8K Hold
279
– – 0.01% 235
2024
Q4 		$25.8K Buy
279
+29
+12% +$2.91K 0.01% 257
2024
Q3 		$26K Hold
250
– – 0.01% 243
2024
Q2 		$24.1K Sell
250
-300
-55% -$28.9K 0.01% 254
2024
Q1 		$54.6K Sell
550
-50
-8% -$4.62K 0.02% 174
2023
Q4 		$53.7K Sell
600
-25
-4% -$2.08K 0.02% 183
2023
Q3 		$50.2K Hold
625
– – 0.02% 193
2023
Q2 		$55.6K Sell
625
-800
-56% -$67.4K 0.02% 185
2023
Q1 		$122K Hold
1,425
– – 0.04% 151
2022
Q4 		$112K Hold
1,425
– – 0.04% 155
2022
Q3 		$91K Sell
1,425
-21
-1% -$1.54K 0.03% 174
2022
Q2 		$102K Sell
1,446
-46
-3% -$3.39K 0.03% 170
2022
Q1 		$115K Buy
1,492
+92
+7% +$7.35K 0.04% 167
2021
Q4 		$122K Sell
1,400
-55
-4% -$4.6K 0.04% 148
2021
Q3 		$120K Buy
+1,455
New +$128K 0.05% 138
2021
Q2 		– Sell
-1,455
Closed -$100K – 343
2021
Q1 		$100K Buy
+1,455
New +$95.1K 0.04% 156

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

Mascoma Wealth Management's OTIS Position: Q2 2026 in Review

Mascoma Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 250 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Mascoma Wealth Management first reported a position in OTIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $122K in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Mascoma Wealth Management held 250 shares of Otis Worldwide worth $17.9K as of Q2 2026.
  • Mascoma Wealth Management left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Mascoma Wealth Management first reported a position in Otis Worldwide in Q1 2021 and has held it in 21 quarters since.
  • Mascoma Wealth Management's Otis Worldwide position peaked at $122K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.