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SJS Investment Consulting’s Otis Worldwide OTIS Stock Holding History

SJS Investment Consulting’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 		$52.9K Buy
739
+611
+477% +$45.6K 0.01% 434
2026
Q1 		$9.87K Sell
128
-258
-67% -$22.6K ﹤0.01% 847
2025
Q4 		$33.7K Buy
386
+54
+16% +$4.83K ﹤0.01% 481
2025
Q3 		$30.4K Buy
332
+67
+25% +$6.08K ﹤0.01% 454
2025
Q2 		$26.3K Sell
265
-16
-6% -$1.54K ﹤0.01% 251
2025
Q1 		$29K Sell
281
-2
-0.7% -$195 ﹤0.01% 250
2024
Q4 		$26.2K Sell
283
-37
-12% -$3.71K ﹤0.01% 250
2024
Q3 		$33.3K Buy
320
+50
+19% +$4.76K 0.01% 229
2024
Q2 		$26K Hold
270
– – 0.01% 243
2024
Q1 		$26.8K Buy
270
+1
+0.4% +$92 0.01% 251
2023
Q4 		$24.1K Buy
269
+209
+348% +$17.4K 0.01% 224
2023
Q3 		$4.82K Hold
60
– – ﹤0.01% 381
2023
Q2 		$5.34K Sell
60
-3
-5% -$253 ﹤0.01% 347
2023
Q1 		$5.32K Buy
63
+2
+3% +$165 ﹤0.01% 361
2022
Q4 		$4.78K Buy
61
+12
+24% +$886 ﹤0.01% 367
2022
Q3 		$3K Buy
+49
New +$3.58K ﹤0.01% 398
2022
Q1 		$3K Buy
48
+13
+37% +$1.04K ﹤0.01% 486
2021
Q4 		$3K Buy
+35
New +$2.93K ﹤0.01% 457

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

SJS Investment Consulting's OTIS Position: Q2 2026 in Review

SJS Investment Consulting increased its Otis Worldwide (OTIS) stake by 477% in Q2 2026, buying an estimated $45.6K and bringing the position to 739 shares worth $52.9K. The position accounts for 0.01% of the portfolio, ranked #434.

SJS Investment Consulting first reported a position in OTIS in Q4 2021 and has held it in 18 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • SJS Investment Consulting held 739 shares of Otis Worldwide worth $52.9K as of Q2 2026.
  • SJS Investment Consulting bought 611 Otis Worldwide shares in Q2 2026, an estimated $45.6K.
  • Otis Worldwide made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #434 holding.
  • SJS Investment Consulting first reported a position in Otis Worldwide in Q4 2021 and has held it in 18 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.