RCM
OTIS icon

Raleigh Capital Management’s Otis Worldwide OTIS Stock Holding History

Raleigh Capital 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 		– Sell
-27
Closed -$2.08K – 719
2026
Q1 		$2.08K Buy
+27
New +$2.36K ﹤0.01% 523
2025
Q1 		– Sell
-104
Closed -$9.63K – 892
2024
Q4 		$9.63K Sell
104
-5
-5% -$501 ﹤0.01% 610
2024
Q3 		$11.3K Buy
109
+9
+9% +$857 ﹤0.01% 566
2024
Q2 		$9.63K Buy
100
+5
+5% +$482 ﹤0.01% 581
2024
Q1 		$9.43K Buy
95
+60
+171% +$5.54K ﹤0.01% 571
2023
Q4 		$3.13K Buy
+35
New +$2.91K ﹤0.01% 821
2022
Q1 		– Sell
-5
Closed – – 660
2021
Q4 		$0 Buy
+5
New +$419 ﹤0.01% 322

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

Raleigh Capital Management's OTIS Position: Q2 2026 in Review

Raleigh Capital Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 27 shares — an estimated $2.08K sold.

Raleigh Capital Management first reported a position in OTIS in Q4 2021 and held it in 7 quarters. The position peaked at $11.3K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Raleigh Capital Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Raleigh Capital Management sold 27 Otis Worldwide shares in Q2 2026, an estimated $2.08K.
  • Raleigh Capital Management first reported a position in Otis Worldwide in Q4 2021 and held it in 7 quarters.
  • Raleigh Capital Management's Otis Worldwide position peaked at $11.3K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.