QWM
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Quaker Wealth Management’s Otis Worldwide OTIS Stock Holding History

Quaker Wealth Management’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 		$35.8K Sell
499
-12
-2% -$896 0.01% 194
2026
Q1 		$39.4K Buy
511
+9
+2% +$787 0.01% 185
2025
Q4 		$43.8K Buy
502
+4
+0.8% +$358 0.01% 181
2025
Q3 		$45.5K Sell
498
-7
-1% -$635 0.01% 172
2025
Q2 		$50K Buy
+505
New +$48.8K 0.02% 160

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

Quaker Wealth Management's OTIS Position: Q2 2026 in Review

Quaker Wealth Management reduced its Otis Worldwide (OTIS) stake by 2.3% in Q2 2026, selling an estimated $896 and leaving 499 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #194.

Quaker Wealth Management first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $50K in Q2 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Quaker Wealth Management held 499 shares of Otis Worldwide worth $35.8K as of Q2 2026.
  • Quaker Wealth Management sold 12 Otis Worldwide shares in Q2 2026, an estimated $896.
  • Otis Worldwide made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Quaker Wealth Management first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Otis Worldwide position peaked at $50K in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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