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Park Avenue Securities’s Otis Worldwide OTIS Stock Holding History

Park Avenue Securities’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 		$329K Sell
4,594
-1,087
-19% -$81.2K ﹤0.01% 1487
2026
Q1 		$438K Sell
5,681
-594
-9% -$52K ﹤0.01% 1168
2025
Q4 		$548K Sell
6,275
-220
-3% -$19.7K ﹤0.01% 1052
2025
Q3 		$594K Sell
6,495
-7,381
-53% -$670K ﹤0.01% 1099
2025
Q2 		$1.37M Buy
13,876
+104
+0.8% +$10K 0.01% 653
2025
Q1 		$1.42M Sell
13,772
-9,096
-40% -$889K 0.02% 493
2024
Q4 		$2.12M Buy
22,868
+8,433
+58% +$846K 0.02% 459
2024
Q3 		$1.5M Sell
14,435
-496
-3% -$47.3K 0.02% 510
2024
Q2 		$1.44M Buy
14,931
+127
+0.9% +$12.2K 0.02% 520
2024
Q1 		$1.47M Buy
14,804
+764
+5% +$70.6K 0.02% 509
2023
Q4 		$1.26M Buy
14,040
+424
+3% +$35.3K 0.02% 525
2023
Q3 		$1.09M Sell
13,616
-1,371
-9% -$117K 0.02% 523
2023
Q2 		$1.33M Buy
14,987
+3,257
+28% +$274K 0.02% 418
2023
Q1 		$990K Buy
11,730
+1,026
+10% +$84.9K 0.02% 462
2022
Q4 		$838K Buy
10,704
+436
+4% +$32.2K 0.01% 601
2022
Q3 		$655K Buy
10,268
+2,062
+25% +$151K 0.01% 621
2022
Q2 		$580K Buy
8,206
+1,619
+25% +$119K 0.01% 662
2022
Q1 		$507K Sell
6,587
-187
-3% -$14.9K 0.01% 739
2021
Q4 		$590K Buy
6,774
+1,817
+37% +$152K 0.01% 645
2021
Q3 		$408K Buy
4,957
+357
+8% +$31.4K 0.01% 727
2021
Q2 		$376K Buy
4,600
+1,152
+33% +$88.7K 0.01% 754
2021
Q1 		$236K Buy
+3,448
New +$225K 0.01% 868

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

Park Avenue Securities's OTIS Position: Q2 2026 in Review

Park Avenue Securities reduced its Otis Worldwide (OTIS) stake by 19% in Q2 2026, selling an estimated $81.2K and leaving 4,594 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Park Avenue Securities first reported a position in OTIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.12M in Q4 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Park Avenue Securities held 4,594 shares of Otis Worldwide worth $329K as of Q2 2026.
  • Park Avenue Securities sold 1,087 Otis Worldwide shares in Q2 2026, an estimated $81.2K.
  • Otis Worldwide made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1487 holding.
  • Park Avenue Securities first reported a position in Otis Worldwide in Q1 2021 and has held it in 22 quarters since.
  • Park Avenue Securities's Otis Worldwide position peaked at $2.12M in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.