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NBC Securities’s Otis Worldwide OTIS Stock Holding History

NBC Securities’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 		$15.4K Sell
215
-269
-56% -$20.1K ﹤0.01% 1729
2026
Q1 		$37.3K Buy
484
+139
+40% +$12.2K ﹤0.01% 1436
2025
Q4 		$30.1K Sell
345
-152
-31% -$13.6K ﹤0.01% 1575
2025
Q3 		$45.4K Buy
497
+299
+151% +$27.1K ﹤0.01% 1368
2025
Q2 		$19K Sell
198
-50
-20% -$4.83K ﹤0.01% 1736
2025
Q1 		$25K Buy
+248
New +$24.2K ﹤0.01% 1396
2024
Q4 		– Sell
-248
Closed -$25K – 1822
2024
Q3 		$25K Hold
248
– – ﹤0.01% 1421
2024
Q2 		$23K Buy
248
+13
+6% +$1.25K ﹤0.01% 1409
2024
Q1 		$23K Sell
235
-143
-38% -$13.2K ﹤0.01% 1407
2023
Q4 		$33K Sell
378
-37
-9% -$3.08K ﹤0.01% 1263
2023
Q3 		$33K Buy
+415
New +$35.5K ﹤0.01% 1264

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

NBC Securities's OTIS Position: Q2 2026 in Review

NBC Securities reduced its Otis Worldwide (OTIS) stake by 56% in Q2 2026, selling an estimated $20.1K and leaving 215 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

NBC Securities first reported a position in OTIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $45.4K in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • NBC Securities held 215 shares of Otis Worldwide worth $15.4K as of Q2 2026.
  • NBC Securities sold 269 Otis Worldwide shares in Q2 2026, an estimated $20.1K.
  • Otis Worldwide made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1729 holding.
  • NBC Securities first reported a position in Otis Worldwide in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's Otis Worldwide position peaked at $45.4K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.