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Retirement Wealth Solutions’s Otis Worldwide OTIS Stock Holding History

Retirement Wealth Solutions’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 		$716 Sell
10
-8
-44% -$598 ﹤0.01% 704
2026
Q1 		$1.39K Buy
18
+6
+50% +$525 ﹤0.01% 578
2025
Q4 		$1.05K Buy
12
+1
+9% +$89 ﹤0.01% 570
2025
Q3 		$1.01K Buy
+11
New +$999 ﹤0.01% 559

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

Retirement Wealth Solutions's OTIS Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Otis Worldwide (OTIS) stake by 44% in Q2 2026, selling an estimated $598 and leaving 10 shares worth $716. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Retirement Wealth Solutions first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.39K in Q1 2026. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Retirement Wealth Solutions held 10 shares of Otis Worldwide worth $716 as of Q2 2026.
  • Retirement Wealth Solutions sold 8 Otis Worldwide shares in Q2 2026, an estimated $598.
  • Otis Worldwide made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #704 holding.
  • Retirement Wealth Solutions first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Otis Worldwide position peaked at $1.39K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.