RIAS
OTIS icon

Rachor Investment Advisory Services’s Otis Worldwide OTIS Stock Holding History

Rachor Investment Advisory Services’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 		$11.5K Hold
160
– – 0.01% 99
2026
Q1 		$12.3K Hold
160
– – 0.01% 108
2025
Q4 		$14K Buy
+160
New +$14.3K 0.01% 100

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LFG
Lazard Frères Gestion Paris, France $5.77B AUM 23.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Rachor Investment Advisory Services's OTIS Position: Q2 2026 in Review

Rachor Investment Advisory Services held its Otis Worldwide (OTIS) position steady in Q2 2026 at 160 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #99.

Rachor Investment Advisory Services first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $14K in Q4 2025. 626 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Rachor Investment Advisory Services held 160 shares of Otis Worldwide worth $11.5K as of Q2 2026.
  • Rachor Investment Advisory Services left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #99 holding.
  • Rachor Investment Advisory Services first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Rachor Investment Advisory Services's Otis Worldwide position peaked at $14K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.