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Spire Wealth Management’s Otis Worldwide OTIS Stock Holding History

Spire 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 		$62.8K Buy
877
+99
+13% +$7.39K ﹤0.01% 1115
2026
Q1 		$60K Buy
778
+73
+10% +$6.39K ﹤0.01% 1121
2025
Q4 		$61.6K Buy
705
+7
+1% +$626 ﹤0.01% 1121
2025
Q3 		$63.9K Sell
698
-721
-51% -$65.5K ﹤0.01% 1155
2025
Q2 		$140K Buy
1,419
+188
+15% +$18.1K 0.01% 859
2025
Q1 		$127K Sell
1,231
-68
-5% -$6.64K ﹤0.01% 947
2024
Q4 		$120K Buy
1,299
+392
+43% +$39.3K ﹤0.01% 975
2024
Q3 		$94.3K Sell
907
-63
-6% -$6K ﹤0.01% 927
2024
Q2 		$93.3K Sell
970
-22
-2% -$2.12K ﹤0.01% 909
2024
Q1 		$98.5K Buy
992
+60
+6% +$5.54K ﹤0.01% 993
2023
Q4 		$81.8K Buy
932
+149
+19% +$12.4K ﹤0.01% 1050
2023
Q3 		$62.9K Buy
783
+6
+0.8% +$513 ﹤0.01% 1085
2023
Q2 		$69.1K Sell
777
-116
-13% -$9.77K ﹤0.01% 1086
2023
Q1 		$75.4K Buy
893
+6
+0.7% +$496 ﹤0.01% 1049
2022
Q4 		$69K Buy
887
+25
+3% +$1.85K ﹤0.01% 875
2022
Q3 		$55K Sell
862
-241
-22% -$17.6K ﹤0.01% 917
2022
Q2 		$78K Sell
1,103
-303
-22% -$22.3K ﹤0.01% 1125
2022
Q1 		$108K Sell
1,406
-70
-5% -$5.59K ﹤0.01% 1135
2021
Q4 		$129K Sell
1,476
-609
-29% -$51K ﹤0.01% 1299
2021
Q3 		$172K Buy
2,085
+299
+17% +$26.3K ﹤0.01% 980
2021
Q2 		$146K Buy
1,786
+26
+1% +$2K ﹤0.01% 1057
2021
Q1 		$120K Buy
+1,760
New +$115K ﹤0.01% 1311

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

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

Spire Wealth Management increased its Otis Worldwide (OTIS) stake by 13% in Q2 2026, buying an estimated $7.39K and bringing the position to 877 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Spire Wealth Management first reported a position in OTIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $172K in Q3 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Spire Wealth Management held 877 shares of Otis Worldwide worth $62.8K as of Q2 2026.
  • Spire Wealth Management bought 99 Otis Worldwide shares in Q2 2026, an estimated $7.39K.
  • Otis Worldwide made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1115 holding.
  • Spire Wealth Management first reported a position in Otis Worldwide in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Otis Worldwide position peaked at $172K in Q3 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.