MFG
OTIS icon

Merit Financial Group’s Otis Worldwide OTIS Stock Holding History

Merit Financial Group’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 		$2.6M Buy
36,367
+9,613
+36% +$718K 0.02% 638
2026
Q1 		$2.06M Sell
26,754
-2,152
-7% -$188K 0.02% 670
2025
Q4 		$2.52M Buy
28,906
+405
+1% +$36.2K 0.02% 553
2025
Q3 		$2.61M Buy
28,501
+5,246
+23% +$476K 0.02% 478
2025
Q2 		$2.3M Buy
23,255
+6,900
+42% +$666K 0.03% 479
2025
Q1 		$1.69M Buy
16,355
+5,565
+52% +$544K 0.03% 479
2024
Q4 		$999K Buy
10,790
+694
+7% +$69.6K 0.02% 512
2024
Q3 		$1.05M Sell
10,096
-278
-3% -$26.5K 0.02% 413
2024
Q2 		$999K Sell
10,374
-192
-2% -$18.5K 0.02% 411
2024
Q1 		$973K Buy
10,566
+379
+4% +$35K 0.02% 406
2023
Q4 		$911K Buy
10,187
+378
+4% +$31.4K 0.03% 336
2023
Q3 		$788K Buy
9,809
+378
+4% +$32.3K 0.03% 366
2023
Q2 		$839K Buy
9,431
+120
+1% +$10.1K 0.03% 368
2023
Q1 		$786K Sell
9,311
-51
-0.5% -$4.22K 0.03% 323
2022
Q4 		$733K Buy
9,362
+590
+7% +$43.6K 0.03% 349
2022
Q3 		$560K Buy
8,772
+850
+11% +$62.2K 0.02% 339
2022
Q2 		$560K Buy
7,922
+76
+1% +$5.6K 0.02% 334
2022
Q1 		$604K Sell
7,846
-100
-1% -$7.99K 0.04% 213
2021
Q4 		$692K Sell
7,946
-85
-1% -$7.12K 0.07% 139
2021
Q3 		$661K Hold
8,031
– – 0.07% 138
2021
Q2 		$657K Sell
8,031
-66
-0.8% -$5.08K 0.06% 138
2021
Q1 		$554K Hold
8,097
– – 0.06% 143
2020
Q4 		$547K Hold
8,097
– – 0.05% 131
2020
Q3 		$505K Sell
8,097
-230
-3% -$14.1K 0.05% 136
2020
Q2 		$473K Buy
+8,327
New +$431K 0.05% 132

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

Merit Financial Group's OTIS Position: Q2 2026 in Review

Merit Financial Group increased its Otis Worldwide (OTIS) stake by 36% in Q2 2026, buying an estimated $718K and bringing the position to 36,367 shares worth $2.6M. The position accounts for 0.02% of the portfolio, ranked #638.

Merit Financial Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.61M in Q3 2025. 333 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Merit Financial Group held 36,367 shares of Otis Worldwide worth $2.6M as of Q2 2026.
  • Merit Financial Group bought 9,613 Otis Worldwide shares in Q2 2026, an estimated $718K.
  • Otis Worldwide made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #638 holding.
  • Merit Financial Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Merit Financial Group's Otis Worldwide position peaked at $2.61M in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.