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Olistico Wealth’s Otis Worldwide OTIS Stock Holding History

Olistico Wealth’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 		$14.3K Hold
200
– – 0.01% 228
2026
Q1 		$15.4K Hold
200
– – 0.01% 232
2025
Q4 		$17.5K Buy
+200
New +$17.9K 0.01% 221
2025
Q3 		– Sell
-200
Closed -$19.8K – 264
2025
Q2 		$19.8K Hold
200
– – 0.01% 228
2025
Q1 		$20.6K Hold
200
– – 0.01% 210
2024
Q4 		$18.6K Hold
200
– – 0.01% 216
2024
Q3 		$20.8K Hold
200
– – 0.01% 211
2024
Q2 		$19.3K Buy
+200
New +$19.3K 0.01% 214

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

Olistico Wealth's OTIS Position: Q2 2026 in Review

Olistico Wealth held its Otis Worldwide (OTIS) position steady in Q2 2026 at 200 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #228.

Olistico Wealth first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $20.8K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Olistico Wealth held 200 shares of Otis Worldwide worth $14.3K as of Q2 2026.
  • Olistico Wealth left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #228 holding.
  • Olistico Wealth first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Otis Worldwide position peaked at $20.8K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.