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Sivia Capital Partners’s Otis Worldwide OTIS Stock Holding History

Sivia Capital Partners’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 		$2.07M Buy
+28,976
New +$2.16M 0.25% 85
2026
Q1 		– Sell
-7,863
Closed -$687K – 582
2025
Q4 		$687K Buy
+7,863
New +$703K 0.14% 187

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

Sivia Capital Partners's OTIS Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in Otis Worldwide (OTIS) in Q2 2026: 28,976 shares worth $2.07M. The stake represents 0.25% of the portfolio and ranks #85 among its holdings. This is a return to the name: Sivia Capital Partners previously reported a position in OTIS as recently as Q4 2025.

Sivia Capital Partners first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sivia Capital Partners held 28,976 shares of Otis Worldwide worth $2.07M as of Q2 2026.
  • Otis Worldwide was a new Sivia Capital Partners position in Q2 2026.
  • Otis Worldwide made up 0.25% of Sivia Capital Partners's portfolio in Q2 2026, its #85 holding.
  • Sivia Capital Partners first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.