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Riversedge Advisors’s Otis Worldwide OTIS Stock Holding History

Riversedge 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 		$272K Buy
+3,801
New +$284K 0.04% 229
2026
Q1 		– Sell
-3,120
Closed -$273K – 238
2025
Q4 		$273K Buy
3,120
+58
+2% +$5.19K 0.04% 158
2025
Q3 		$280K Buy
+3,062
New +$278K 0.05% 135

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

Riversedge Advisors's OTIS Position: Q2 2026 in Review

Riversedge Advisors opened a new position in Otis Worldwide (OTIS) in Q2 2026: 3,801 shares worth $272K. The stake represents 0.04% of the portfolio and ranks #229 among its holdings. This is a return to the name: Riversedge Advisors previously reported a position in OTIS as recently as Q4 2025.

Riversedge Advisors first reported a position in OTIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $280K in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Riversedge Advisors held 3,801 shares of Otis Worldwide worth $272K as of Q2 2026.
  • Otis Worldwide was a new Riversedge Advisors position in Q2 2026.
  • Otis Worldwide made up 0.04% of Riversedge Advisors's portfolio in Q2 2026, its #229 holding.
  • Riversedge Advisors first reported a position in Otis Worldwide in Q3 2025 and has held it in 3 quarters since.
  • Riversedge Advisors's Otis Worldwide position peaked at $280K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.