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Nvest Wealth Strategies’s Otis Worldwide OTIS Stock Holding History

Nvest Wealth Strategies’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 		$788 Buy
+11
New +$822 ﹤0.01% 238

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nvest Wealth Strategies's OTIS Position: Q2 2026 in Review

Nvest Wealth Strategies opened a new position in Otis Worldwide (OTIS) in Q2 2026: 11 shares worth $788. The stake represents ﹤0.01% of the portfolio and ranks #238 among its holdings.

682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Nvest Wealth Strategies held 11 shares of Otis Worldwide worth $788 as of Q2 2026.
  • Otis Worldwide was a new Nvest Wealth Strategies position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #238 holding.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.