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SBI Securities’s Otis Worldwide OTIS Stock Holding History

SBI Securities’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 		$43.4K Buy
606
+9
+2% +$672 ﹤0.01% 1223
2026
Q1 		$46K Buy
597
+29
+5% +$2.54K ﹤0.01% 1130
2025
Q4 		$49.6K Sell
568
-96
-14% -$8.59K ﹤0.01% 1087
2025
Q3 		$60.7K Buy
664
+1
+0.2% +$91 ﹤0.01% 1012
2025
Q2 		$65.7K Hold
663
– – ﹤0.01% 955
2025
Q1 		$68.4K Sell
663
-74
-10% -$7.23K ﹤0.01% 865
2024
Q4 		$68.3K Buy
+737
New +$73.9K ﹤0.01% 886

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

SBI Securities's OTIS Position: Q2 2026 in Review

SBI Securities increased its Otis Worldwide (OTIS) stake by 1.5% in Q2 2026, buying an estimated $672 and bringing the position to 606 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

SBI Securities first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.4K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • SBI Securities held 606 shares of Otis Worldwide worth $43.4K as of Q2 2026.
  • SBI Securities bought 9 Otis Worldwide shares in Q2 2026, an estimated $672.
  • Otis Worldwide made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1223 holding.
  • SBI Securities first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Otis Worldwide position peaked at $68.4K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.