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Provenance Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Provenance 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 		$4.51K Buy
63
+5
+9% +$373 ﹤0.01% 392
2026
Q1 		$4.47K Hold
58
– – ﹤0.01% 348
2025
Q4 		$5.07K Hold
58
– – ﹤0.01% 340
2025
Q3 		$5.3K Hold
58
– – ﹤0.01% 354
2025
Q2 		$5.74K Sell
58
-12
-17% -$1.16K ﹤0.01% 338
2025
Q1 		$7.22K Hold
70
– – ﹤0.01% 333
2024
Q4 		$6.48K Hold
70
– – ﹤0.01% 354
2024
Q3 		$7.28K Hold
70
– – ﹤0.01% 371
2024
Q2 		$6.74K Hold
70
– – ﹤0.01% 310
2024
Q1 		$6.95K Hold
70
– – ﹤0.01% 341
2023
Q4 		$6.26K Buy
70
+57
+438% +$4.74K ﹤0.01% 350
2023
Q3 		$1.04K Buy
+13
New +$1.11K ﹤0.01% 388

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

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

Provenance Wealth Advisors increased its Otis Worldwide (OTIS) stake by 8.6% in Q2 2026, buying an estimated $373 and bringing the position to 63 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Provenance Wealth Advisors first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.28K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Provenance Wealth Advisors held 63 shares of Otis Worldwide worth $4.51K as of Q2 2026.
  • Provenance Wealth Advisors bought 5 Otis Worldwide shares in Q2 2026, an estimated $373.
  • Otis Worldwide made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #392 holding.
  • Provenance Wealth Advisors first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Otis Worldwide position peaked at $7.28K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.