Pictet North America Advisors’s Otis Worldwide OTIS Stock Holding History

Pictet North America 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	$3.36M	Sell	46,976 -40,663	-46%	-$3.04M	0.3%	61
2026 Q1	$6.76M	Sell	87,639 -6,607	-7%	-$578K	0.67%	42
2025 Q4	$8.23M	Sell	94,246 -4,735	-5%	-$424K	0.78%	36
2025 Q3	$9.05M	Sell	98,981 -1,841	-2%	-$167K	0.85%	33
2025 Q2	$9.98M	Sell	100,822 -3,342	-3%	-$323K	1%	30
2025 Q1	$10.7M	Buy	104,164 +7,556	+8%	+$738K	1.07%	32
2024 Q4	$8.95M	Sell	96,608 -10,379	-10%	-$1.04M	0.85%	40
2024 Q3	$11.1M	Buy	106,987 +1,175	+1%	+$112K	1.1%	31
2024 Q2	$10.2M	Buy	105,812 +76,683	+263%	+$7.39M	1.11%	31
2024 Q1	$2.89M	Buy	+29,129	New	+$2.69M	0.32%	64

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

Pictet North America Advisors's OTIS Position: Q2 2026 in Review

Pictet North America Advisors reduced its Otis Worldwide (OTIS) stake by 46% in Q2 2026, selling an estimated $3.04M and leaving 46,976 shares worth $3.36M. The position accounts for 0.3% of the portfolio, ranked #61.

Pictet North America Advisors first reported a position in OTIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.1M in Q3 2024. 322 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Pictet North America Advisors held 46,976 shares of Otis Worldwide worth $3.36M as of Q2 2026.
Pictet North America Advisors sold 40,663 Otis Worldwide shares in Q2 2026, an estimated $3.04M.
Otis Worldwide made up 0.3% of Pictet North America Advisors's portfolio in Q2 2026, its #61 holding.
Pictet North America Advisors first reported a position in Otis Worldwide in Q1 2024 and has held it in 10 quarters since.
Pictet North America Advisors's Otis Worldwide position peaked at $11.1M in Q3 2024.
322 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.