Ninety One North America’s Otis Worldwide OTIS Stock Holding History

Ninety One North America’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	$74.2K	Sell	1,036 -933	-47%	-$69.7K	﹤0.01%	103
2026 Q1	$152K	Sell	1,969 -1,153	-37%	-$101K	0.01%	97
2025 Q4	$273K	Sell	3,122 -1,000	-24%	-$89.5K	0.01%	98
2025 Q3	$377K	Sell	4,122 -1,372	-25%	-$125K	0.02%	67
2025 Q2	$544K	Sell	5,494 -996	-15%	-$96.2K	0.03%	60
2025 Q1	$670K	Sell	6,490 -1,035	-14%	-$101K	0.05%	62
2024 Q4	$697K	Sell	7,525 -985	-12%	-$98.8K	0.04%	63
2024 Q3	$885K	Buy	+8,510	New	+$811K	0.06%	59

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

LFG

Lazard Frères Gestion Paris, France $5.77B AUM 23.8% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ninety One North America's OTIS Position: Q2 2026 in Review

Ninety One North America reduced its Otis Worldwide (OTIS) stake by 47% in Q2 2026, selling an estimated $69.7K and leaving 1,036 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #103.

Ninety One North America first reported a position in OTIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $885K in Q3 2024. 625 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Ninety One North America held 1,036 shares of Otis Worldwide worth $74.2K as of Q2 2026.
Ninety One North America sold 933 Otis Worldwide shares in Q2 2026, an estimated $69.7K.
Otis Worldwide made up ﹤0.01% of Ninety One North America's portfolio in Q2 2026, its #103 holding.
Ninety One North America first reported a position in Otis Worldwide in Q3 2024 and has held it in 8 quarters since.
Ninety One North America's Otis Worldwide position peaked at $885K in Q3 2024.
625 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ninety One North America's 13F filing for Q2 2026, filed 16 Jul 2026.