PFS Partners’s Otis Worldwide OTIS Stock Holding History

PFS 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	$1.95K	Hold	27	–	–	﹤0.01%	539
2026 Q1	$2.09K	Hold	27	–	–	﹤0.01%	516
2025 Q4	$2.35K	Hold	27	–	–	﹤0.01%	505
2025 Q3	$2.45K	Hold	27	–	–	﹤0.01%	491
2025 Q2	$2.64K	Hold	27	–	–	﹤0.01%	444
2025 Q1	$2.74K	Buy	27 +1	+4%	+$98	﹤0.01%	379
2024 Q4	$2.45K	Hold	26	–	–	﹤0.01%	392
2024 Q3	$2.74K	Hold	26	–	–	﹤0.01%	386
2024 Q2	$2.53K	Hold	26	–	–	﹤0.01%	378
2024 Q1	$2.6K	Hold	26	–	–	﹤0.01%	401
2023 Q4	$2.33K	Hold	26	–	–	﹤0.01%	403
2023 Q3	$2.08K	Hold	26	–	–	﹤0.01%	400
2023 Q2	$2.3K	Hold	26	–	–	﹤0.01%	410
2023 Q1	$2.17K	Hold	26	–	–	﹤0.01%	325
2022 Q4	$2.01K	Hold	26	–	–	﹤0.01%	320
2022 Q3	$1.63K	Buy	26 +1	+4%	+$73	﹤0.01%	320
2022 Q2	$1.8K	Hold	25	–	–	﹤0.01%	311
2022 Q1	$1.95K	Hold	25	–	–	﹤0.01%	312
2021 Q4	$2.2K	Buy	+25	New	+$2.09K	﹤0.01%	305

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PFS Partners's OTIS Position: Q2 2026 in Review

PFS Partners held its Otis Worldwide (OTIS) position steady in Q2 2026 at 27 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

PFS Partners first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.74K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

PFS Partners held 27 shares of Otis Worldwide worth $1.95K as of Q2 2026.
PFS Partners left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #539 holding.
PFS Partners first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
PFS Partners's Otis Worldwide position peaked at $2.74K in Q1 2025.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.