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Tema ETFs’s Otis Worldwide OTIS Stock Holding History

Tema ETFs’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 		$415K Buy
5,801
+435
+8% +$32.5K 0.01% 443
2026
Q1 		$414K Buy
5,366
+21
+0.4% +$1.84K 0.03% 399
2025
Q4 		$467K Sell
5,345
-12
-0.2% -$1.07K 0.04% 371
2025
Q3 		$490K Buy
+5,357
New +$486K 0.04% 384

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

Tema ETFs's OTIS Position: Q2 2026 in Review

Tema ETFs increased its Otis Worldwide (OTIS) stake by 8.1% in Q2 2026, buying an estimated $32.5K and bringing the position to 5,801 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #443.

Tema ETFs first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $490K in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Tema ETFs held 5,801 shares of Otis Worldwide worth $415K as of Q2 2026.
  • Tema ETFs bought 435 Otis Worldwide shares in Q2 2026, an estimated $32.5K.
  • Otis Worldwide made up 0.01% of Tema ETFs's portfolio in Q2 2026, its #443 holding.
  • Tema ETFs first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • Tema ETFs's Otis Worldwide position peaked at $490K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Tema ETFs's 13F filing for Q2 2026, filed 10 Jul 2026.