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Pacifica Partners’s Otis Worldwide OTIS Stock Holding History

Pacifica Partners’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 		$54.2K Hold
741
– – 0.02% 190
2026
Q1 		$57.1K Hold
741
– – 0.02% 190
2025
Q4 		$65.5K Hold
741
– – 0.03% 172
2025
Q3 		$68.4K Hold
741
– – 0.02% 181
2025
Q2 		$72.3K Hold
741
– – 0.03% 176
2025
Q1 		$77.2K Hold
741
– – 0.04% 165
2024
Q4 		$68.3K Hold
741
– – 0.03% 177
2024
Q3 		$77K Hold
741
– – 0.03% 173
2024
Q2 		$71.5K Hold
741
– – 0.03% 182
2024
Q1 		$73.3K Hold
741
– – 0.03% 180
2023
Q4 		$63.6K Hold
741
– – 0.03% 184
2023
Q3 		$58.6K Buy
+741
New +$63.4K 0.03% 175

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

Pacifica Partners's OTIS Position: Q2 2026 in Review

Pacifica Partners held its Otis Worldwide (OTIS) position steady in Q2 2026 at 741 shares worth $54.2K. The position accounts for 0.02% of the portfolio, ranked #190.

Pacifica Partners first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $77.2K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Pacifica Partners held 741 shares of Otis Worldwide worth $54.2K as of Q2 2026.
  • Pacifica Partners left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.02% of Pacifica Partners's portfolio in Q2 2026, its #190 holding.
  • Pacifica Partners first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • Pacifica Partners's Otis Worldwide position peaked at $77.2K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.