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MJT & Associates Financial Advisory’s Otis Worldwide OTIS Stock Holding History

MJT & Associates Financial Advisory’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 		$2.29K Sell
32
-17
-35% -$1.27K ﹤0.01% 379
2026
Q1 		$3.78K Hold
49
– – ﹤0.01% 306
2025
Q4 		$4.28K Hold
49
– – ﹤0.01% 302
2025
Q3 		$4.48K Hold
49
– – ﹤0.01% 309
2025
Q2 		$4.85K Buy
+49
New +$4.73K 0.01% 305

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

MJT & Associates Financial Advisory's OTIS Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Otis Worldwide (OTIS) stake by 35% in Q2 2026, selling an estimated $1.27K and leaving 32 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

MJT & Associates Financial Advisory first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.85K in Q2 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • MJT & Associates Financial Advisory held 32 shares of Otis Worldwide worth $2.29K as of Q2 2026.
  • MJT & Associates Financial Advisory sold 17 Otis Worldwide shares in Q2 2026, an estimated $1.27K.
  • Otis Worldwide made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #379 holding.
  • MJT & Associates Financial Advisory first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • MJT & Associates Financial Advisory's Otis Worldwide position peaked at $4.85K in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.