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Sheets Smith Wealth Management’s Otis Worldwide OTIS Stock Holding History

Sheets Smith Wealth Management’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 		$1.85M Sell
25,801
-2,175
-8% -$162K 0.18% 116
2026
Q1 		$2.16M Sell
27,976
-4,799
-15% -$420K 0.24% 96
2025
Q4 		$2.86M Sell
32,775
-2,000
-6% -$179K 0.31% 74
2025
Q3 		$3.18M Sell
34,775
-21,387
-38% -$1.94M 0.36% 69
2025
Q2 		$5.56M Hold
56,162
– – 0.65% 40
2025
Q1 		$5.8M Sell
56,162
-200
-0.4% -$19.5K 0.72% 35
2024
Q4 		$5.22M Hold
56,362
– – 0.64% 40
2024
Q3 		$5.86M Hold
56,362
– – 0.72% 38
2024
Q2 		$5.43M Sell
56,362
-3,685
-6% -$355K 0.65% 37
2024
Q1 		$5.96M Buy
60,047
+3,000
+5% +$277K 0.67% 38
2023
Q4 		$5.1M Hold
57,047
– – 0.73% 37
2023
Q3 		$4.58M Buy
57,047
+765
+1% +$65.4K 0.7% 35
2023
Q2 		$5.01M Hold
56,282
– – 0.73% 35
2023
Q1 		$4.75M Sell
56,282
-43
-0.1% -$3.56K 0.73% 35
2022
Q4 		$4.41M Sell
56,325
-1,003
-2% -$74.1K 0.69% 40
2022
Q3 		$3.66M Hold
57,328
– – 0.61% 42
2022
Q2 		$4.05M Buy
57,328
+1,000
+2% +$73.7K 0.67% 41
2022
Q1 		$4.33M Sell
56,328
-1,000
-2% -$79.9K 0.6% 42
2021
Q4 		$4.99M Hold
57,328
– – 0.62% 41
2021
Q3 		$4.72M Hold
57,328
– – 0.64% 43
2021
Q2 		$4.69M Sell
57,328
-156
-0.3% -$12K 0.63% 42
2021
Q1 		$3.94M Buy
57,484
+201
+0.4% +$13.1K 0.58% 45
2020
Q4 		$3.87M Buy
57,283
+266
+0.5% +$17.3K 0.58% 42
2020
Q3 		$3.56M Buy
57,017
+10,585
+23% +$647K 0.62% 43
2020
Q2 		$2.64M Buy
+46,432
New +$2.41M 0.53% 53

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

Sheets Smith Wealth Management's OTIS Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Otis Worldwide (OTIS) stake by 7.8% in Q2 2026, selling an estimated $162K and leaving 25,801 shares worth $1.85M. The position accounts for 0.18% of the portfolio, ranked #116.

Sheets Smith Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.96M in Q1 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sheets Smith Wealth Management held 25,801 shares of Otis Worldwide worth $1.85M as of Q2 2026.
  • Sheets Smith Wealth Management sold 2,175 Otis Worldwide shares in Q2 2026, an estimated $162K.
  • Otis Worldwide made up 0.18% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Sheets Smith Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Sheets Smith Wealth Management's Otis Worldwide position peaked at $5.96M in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.