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Sovereign Financial Group’s Otis Worldwide OTIS Stock Holding History

Sovereign Financial Group’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 		$261K Sell
3,646
-136
-4% -$10.2K 0.04% 320
2026
Q1 		$292K Sell
3,782
-41
-1% -$3.59K 0.05% 286
2025
Q4 		$334K Sell
3,823
-30
-0.8% -$2.68K 0.06% 252
2025
Q3 		$352K Sell
3,853
-355
-8% -$32.2K 0.07% 234
2025
Q2 		$417K Sell
4,208
-297
-7% -$28.7K 0.09% 205
2025
Q1 		$465K Sell
4,505
-57
-1% -$5.57K 0.11% 169
2024
Q4 		$423K Sell
4,562
-67
-1% -$6.72K 0.1% 192
2024
Q3 		$481K Sell
4,629
-59
-1% -$5.62K 0.11% 167
2024
Q2 		$451K Buy
4,688
+13
+0.3% +$1.25K 0.11% 165
2024
Q1 		$464K Buy
4,675
+12
+0.3% +$1.11K 0.12% 161
2023
Q4 		$417K Sell
4,663
-59
-1% -$4.91K 0.13% 159
2023
Q3 		$379K Sell
4,722
-1,703
-27% -$146K 0.14% 147
2023
Q2 		$572K Buy
6,425
+245
+4% +$20.6K 0.19% 124
2023
Q1 		$522K Sell
6,180
-8
-0.1% -$662 0.19% 123
2022
Q4 		$485K Buy
6,188
+56
+0.9% +$4.13K 0.19% 125
2022
Q3 		$391K Sell
6,132
-34
-0.6% -$2.49K 0.16% 128
2022
Q2 		$436K Buy
6,166
+82
+1% +$6.04K 0.17% 121
2022
Q1 		$468K Buy
6,084
+1,565
+35% +$125K 0.17% 124
2021
Q4 		$393K Sell
4,519
-153
-3% -$12.8K 0.16% 132
2021
Q3 		$384K Sell
4,672
-57
-1% -$5.01K 0.22% 98
2021
Q2 		$324K Hold
4,729
– – 0.2% 107
2021
Q1 		$324K Buy
4,729
+478
+11% +$31.2K 0.2% 106
2020
Q4 		$287K Buy
+4,251
New +$276K 0.21% 99

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

Sovereign Financial Group's OTIS Position: Q2 2026 in Review

Sovereign Financial Group reduced its Otis Worldwide (OTIS) stake by 3.6% in Q2 2026, selling an estimated $10.2K and leaving 3,646 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #320.

Sovereign Financial Group first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $572K in Q2 2023. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sovereign Financial Group held 3,646 shares of Otis Worldwide worth $261K as of Q2 2026.
  • Sovereign Financial Group sold 136 Otis Worldwide shares in Q2 2026, an estimated $10.2K.
  • Otis Worldwide made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #320 holding.
  • Sovereign Financial Group first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Otis Worldwide position peaked at $572K in Q2 2023.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.