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Optas LLC’s Otis Worldwide OTIS Stock Holding History

Optas LLC’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 		$511K Buy
7,137
+1,330
+23% +$99.3K 0.07% 178
2026
Q1 		$448K Buy
5,807
+654
+13% +$57.2K 0.07% 189
2025
Q4 		$450K Buy
5,153
+251
+5% +$22.5K 0.07% 194
2025
Q3 		$448K Sell
4,902
-1,010
-17% -$91.7K 0.08% 171
2025
Q2 		$585K Sell
5,912
-1,047
-15% -$101K 0.11% 111
2025
Q1 		$718K Buy
6,959
+1,070
+18% +$105K 0.13% 90
2024
Q4 		$545K Buy
5,889
+367
+7% +$36.8K 0.12% 104
2024
Q3 		$574K Buy
5,522
+118
+2% +$11.2K 0.13% 94
2024
Q2 		$520K Buy
5,404
+236
+5% +$22.7K 0.13% 84
2024
Q1 		$513K Buy
5,168
+100
+2% +$9.24K 0.14% 87
2023
Q4 		$453K Sell
5,068
-2,414
-32% -$201K 0.14% 92
2023
Q3 		$601K Buy
7,482
+123
+2% +$10.5K 0.2% 78
2023
Q2 		$655K Buy
7,359
+104
+1% +$8.76K 0.22% 76
2023
Q1 		$612K Buy
7,255
+137
+2% +$11.3K 0.22% 77
2022
Q4 		$557K Buy
7,118
+663
+10% +$49K 0.23% 70
2022
Q3 		$413K Buy
6,455
+59
+0.9% +$4.32K 0.18% 80
2022
Q2 		$452K Buy
6,396
+87
+1% +$6.41K 0.19% 79
2022
Q1 		$485K Buy
6,309
+14
+0.2% +$1.12K 0.16% 86
2021
Q4 		$548K Buy
6,295
+1,780
+39% +$149K 0.16% 92
2021
Q3 		$372K Buy
4,515
+2
+0% +$176 0.11% 105
2021
Q2 		$370K Buy
4,513
+21
+0.5% +$1.62K 0.11% 106
2021
Q1 		$307K Buy
4,492
+29
+0.6% +$1.9K 0.1% 108
2020
Q4 		$302K Sell
4,463
-4,450
-50% -$289K 0.1% 103
2020
Q3 		$555K Buy
8,913
+4,932
+124% +$302K 0.17% 87
2020
Q2 		$226K Buy
+3,981
New +$206K 0.09% 112

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

Optas LLC's OTIS Position: Q2 2026 in Review

Optas LLC increased its Otis Worldwide (OTIS) stake by 23% in Q2 2026, buying an estimated $99.3K and bringing the position to 7,137 shares worth $511K. The position accounts for 0.07% of the portfolio, ranked #178.

Optas LLC first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $718K in Q1 2025. 283 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Optas LLC held 7,137 shares of Otis Worldwide worth $511K as of Q2 2026.
  • Optas LLC bought 1,330 Otis Worldwide shares in Q2 2026, an estimated $99.3K.
  • Otis Worldwide made up 0.07% of Optas LLC's portfolio in Q2 2026, its #178 holding.
  • Optas LLC first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Optas LLC's Otis Worldwide position peaked at $718K in Q1 2025.
  • 283 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.