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New England Capital Financial Advisors’s Otis Worldwide OTIS Stock Holding History

New England Capital Financial Advisors’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 		$182K Buy
2,543
+10
+0.4% +$747 0.04% 68
2026
Q1 		$195K Sell
2,533
-104
-4% -$9.1K 0.05% 60
2025
Q4 		$230K Buy
2,637
+9
+0.3% +$805 0.09% 57
2025
Q3 		$240K Sell
2,628
-165
-6% -$15K 0.1% 53
2025
Q2 		$277K Buy
2,793
+8
+0.3% +$772 0.13% 48
2025
Q1 		$287K Sell
2,785
-138
-5% -$13.5K 0.15% 44
2024
Q4 		$271K Sell
2,923
-30
-1% -$3.01K 0.13% 48
2024
Q3 		$307K Buy
2,953
+8
+0.3% +$762 0.16% 43
2024
Q2 		$283K Buy
2,945
+8
+0.3% +$771 0.16% 44
2024
Q1 		$292K Buy
2,937
+7
+0.2% +$647 0.16% 43
2023
Q4 		$262K Buy
2,930
+8
+0.3% +$665 0.16% 45
2023
Q3 		$235K Sell
2,922
-96
-3% -$8.21K 0.16% 45
2023
Q2 		$269K Sell
3,018
-35
-1% -$2.95K 0.18% 41
2023
Q1 		$258K Buy
3,053
+7
+0.2% +$579 0.18% 44
2022
Q4 		$246K Buy
+3,046
New +$225K 0.17% 46

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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

New England Capital Financial Advisors's OTIS Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Otis Worldwide (OTIS) stake by 0.39% in Q2 2026, buying an estimated $747 and bringing the position to 2,543 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #68.

New England Capital Financial Advisors first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $307K in Q3 2024. 380 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • New England Capital Financial Advisors held 2,543 shares of Otis Worldwide worth $182K as of Q2 2026.
  • New England Capital Financial Advisors bought 10 Otis Worldwide shares in Q2 2026, an estimated $747.
  • Otis Worldwide made up 0.04% of New England Capital Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • New England Capital Financial Advisors first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Otis Worldwide position peaked at $307K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.