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SHP Wealth Management’s Otis Worldwide OTIS Stock Holding History

SHP 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 		$56.5K Buy
789
+650
+468% +$48.6K ﹤0.01% 515
2026
Q1 		$10.7K Buy
139
+39
+39% +$3.41K ﹤0.01% 887
2025
Q4 		$8.71K Buy
+100
New +$8.95K ﹤0.01% 869

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SHP Wealth Management's OTIS Position: Q2 2026 in Review

SHP Wealth Management increased its Otis Worldwide (OTIS) stake by 468% in Q2 2026, buying an estimated $48.6K and bringing the position to 789 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

SHP Wealth Management first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • SHP Wealth Management held 789 shares of Otis Worldwide worth $56.5K as of Q2 2026.
  • SHP Wealth Management bought 650 Otis Worldwide shares in Q2 2026, an estimated $48.6K.
  • Otis Worldwide made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #515 holding.
  • SHP Wealth Management first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • 759 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.