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Sachetta’s Otis Worldwide OTIS Stock Holding History

Sachetta’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 		$2K Sell
28
-52
-65% -$3.88K ﹤0.01% 832
2026
Q1 		$6.17K Buy
80
+28
+54% +$2.45K ﹤0.01% 592
2025
Q4 		$4.54K Buy
52
+24
+86% +$2.15K ﹤0.01% 576
2025
Q3 		$2.56K Sell
28
-69
-71% -$6.26K ﹤0.01% 759
2025
Q2 		$9.61K Sell
97
-62
-39% -$5.99K ﹤0.01% 453
2025
Q1 		$16.4K Buy
159
+13
+9% +$1.27K 0.01% 370
2024
Q4 		$13.5K Buy
146
+24
+20% +$2.41K 0.01% 403
2024
Q3 		$12.7K Hold
122
– – 0.01% 430
2024
Q2 		$11.4K Buy
122
+1
+0.8% +$96 0.01% 416
2024
Q1 		$10.8K Hold
121
– – 0.01% 398
2023
Q4 		$10.8K Buy
+121
New +$10.1K 0.01% 398

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
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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Sachetta's OTIS Position: Q2 2026 in Review

Sachetta reduced its Otis Worldwide (OTIS) stake by 65% in Q2 2026, selling an estimated $3.88K and leaving 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Sachetta first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.4K in Q1 2025. 231 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sachetta held 28 shares of Otis Worldwide worth $2K as of Q2 2026.
  • Sachetta sold 52 Otis Worldwide shares in Q2 2026, an estimated $3.88K.
  • Otis Worldwide made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #832 holding.
  • Sachetta first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's Otis Worldwide position peaked at $16.4K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.