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Sound Income Strategies’s Otis Worldwide OTIS Stock Holding History

Sound Income Strategies’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 		– Sell
-154
Closed -$11.9K – 1794
2026
Q1 		$11.9K Sell
154
-18
-10% -$1.57K ﹤0.01% 1430
2025
Q4 		$15.5K Buy
172
+29
+20% +$2.59K ﹤0.01% 1262
2025
Q3 		$12.8K Sell
143
-23
-14% -$2.09K ﹤0.01% 940
2025
Q2 		$16.5K Buy
166
+5
+3% +$483 ﹤0.01% 801
2025
Q1 		$16.6K Buy
161
+10
+7% +$977 ﹤0.01% 759
2024
Q4 		$14K Hold
151
– – ﹤0.01% 756
2024
Q3 		$15.7K Sell
151
-87
-37% -$8.29K ﹤0.01% 690
2024
Q2 		$22.9K Buy
238
+76
+47% +$7.32K ﹤0.01% 604
2024
Q1 		$16.1K Sell
162
-3
-2% -$277 ﹤0.01% 639
2023
Q4 		$14.7K Sell
165
-21
-11% -$1.75K ﹤0.01% 653
2023
Q3 		$14.9K Sell
186
-10
-5% -$855 ﹤0.01% 495
2023
Q2 		$17.4K Sell
196
-79
-29% -$6.66K ﹤0.01% 459
2023
Q1 		$23.2K Buy
275
+17
+7% +$1.41K ﹤0.01% 399
2022
Q4 		$20.2K Sell
258
-16
-6% -$1.18K ﹤0.01% 392
2022
Q3 		$17K Buy
274
+80
+41% +$5.85K ﹤0.01% 383
2022
Q2 		$14K Buy
194
+49
+34% +$3.61K ﹤0.01% 409
2022
Q1 		$11K Sell
145
-40
-22% -$3.2K ﹤0.01% 456
2021
Q4 		$16K Buy
185
+60
+48% +$5.02K ﹤0.01% 406
2021
Q3 		$10K Sell
125
-16
-11% -$1.41K ﹤0.01% 460
2021
Q2 		$12K Sell
141
-399
-74% -$30.7K ﹤0.01% 444
2021
Q1 		$37K Buy
540
+399
+283% +$26.1K 0.01% 258
2020
Q4 		$10K Hold
141
– – ﹤0.01% 454
2020
Q3 		$9K Hold
141
– – ﹤0.01% 438
2020
Q2 		$8K Buy
+141
New +$7.3K ﹤0.01% 435

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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Sound Income Strategies's OTIS Position: Q2 2026 in Review

Sound Income Strategies sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 154 shares — an estimated $11.9K sold.

Sound Income Strategies first reported a position in OTIS in Q2 2020 and held it in 24 quarters. The position peaked at $37K in Q1 2021. 388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sound Income Strategies reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 154 Otis Worldwide shares in Q2 2026, an estimated $11.9K.
  • Sound Income Strategies first reported a position in Otis Worldwide in Q2 2020 and held it in 24 quarters.
  • Sound Income Strategies's Otis Worldwide position peaked at $37K in Q1 2021.
  • 388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.