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Physician Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Physician Wealth Advisors’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 		$17.6K Buy
246
+22
+10% +$1.64K ﹤0.01% 706
2026
Q1 		$17.3K Buy
224
+3
+1% +$262 ﹤0.01% 658
2025
Q4 		$19.3K Sell
221
-118
-35% -$10.6K ﹤0.01% 594
2025
Q3 		$31K Buy
339
+124
+58% +$11.3K ﹤0.01% 473
2025
Q2 		$21.3K Hold
215
– – ﹤0.01% 501
2025
Q1 		$22.2K Hold
215
– – ﹤0.01% 468
2024
Q4 		$19.9K Buy
+215
New +$21.6K ﹤0.01% 509

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
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
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
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Physician Wealth Advisors's OTIS Position: Q2 2026 in Review

Physician Wealth Advisors increased its Otis Worldwide (OTIS) stake by 9.8% in Q2 2026, buying an estimated $1.64K and bringing the position to 246 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Physician Wealth Advisors first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $31K in Q3 2025. 249 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Physician Wealth Advisors held 246 shares of Otis Worldwide worth $17.6K as of Q2 2026.
  • Physician Wealth Advisors bought 22 Otis Worldwide shares in Q2 2026, an estimated $1.64K.
  • Otis Worldwide made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #706 holding.
  • Physician Wealth Advisors first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Otis Worldwide position peaked at $31K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.