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Riverview Capital Advisers’s Otis Worldwide OTIS Stock Holding History

Riverview Capital Advisers’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 		$1.36M Sell
19,053
-6,626
-26% -$495K 0.39% 40
2026
Q1 		$1.98M Buy
+25,679
New +$2.25M 0.66% 34

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Riverview Capital Advisers's OTIS Position: Q2 2026 in Review

Riverview Capital Advisers reduced its Otis Worldwide (OTIS) stake by 26% in Q2 2026, selling an estimated $495K and leaving 19,053 shares worth $1.36M. The position accounts for 0.39% of the portfolio, ranked #40.

Riverview Capital Advisers first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.98M in Q1 2026. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Riverview Capital Advisers held 19,053 shares of Otis Worldwide worth $1.36M as of Q2 2026.
  • Riverview Capital Advisers sold 6,626 Otis Worldwide shares in Q2 2026, an estimated $495K.
  • Otis Worldwide made up 0.39% of Riverview Capital Advisers's portfolio in Q2 2026, its #40 holding.
  • Riverview Capital Advisers first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Riverview Capital Advisers's Otis Worldwide position peaked at $1.98M in Q1 2026.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Riverview Capital Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.