Toth Financial Advisory’s Otis Worldwide OTIS Stock Holding History

Toth Financial Advisory’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	$35.8K	Hold	500	–	–	﹤0.01%	423
2026 Q1	$38.5K	Sell	500 -335	-40%	-$29.3K	﹤0.01%	389
2025 Q4	$72.9K	Hold	835	–	–	0.01%	301
2025 Q3	$76.3K	Buy	835 +385	+86%	+$34.9K	0.01%	292
2025 Q2	$44.6K	Buy	+450	New	+$43.4K	0.01%	325
2024 Q3	–	Sell	-45	Closed	-$4.33K	–	760
2024 Q2	$4.33K	Hold	45	–	–	﹤0.01%	539
2024 Q1	$4.47K	Hold	45	–	–	﹤0.01%	533
2023 Q4	$4.03K	Hold	45	–	–	﹤0.01%	553
2023 Q3	$3.61K	Hold	45	–	–	﹤0.01%	575
2023 Q2	$4.01K	Sell	45 -71	-61%	-$5.98K	﹤0.01%	574
2023 Q1	$9.79K	Buy	116 +71	+158%	+$5.88K	﹤0.01%	462
2022 Q4	$3.52K	Hold	45	–	–	﹤0.01%	534
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	607
2022 Q2	$3K	Hold	45	–	–	﹤0.01%	565
2022 Q1	$3K	Hold	45	–	–	﹤0.01%	595
2021 Q4	$4K	Hold	45	–	–	﹤0.01%	592
2021 Q3	$4K	Hold	45	–	–	﹤0.01%	583
2021 Q2	$4K	Sell	45 -31	-41%	-$2.39K	﹤0.01%	525
2021 Q1	$5K	Hold	76	–	–	﹤0.01%	515
2020 Q4	$5K	Hold	76	–	–	﹤0.01%	464
2020 Q3	$5K	Hold	76	–	–	﹤0.01%	431
2020 Q2	$4K	Buy	+76	New	+$3.94K	﹤0.01%	427

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Toth Financial Advisory's OTIS Position: Q2 2026 in Review

Toth Financial Advisory held its Otis Worldwide (OTIS) position steady in Q2 2026 at 500 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Toth Financial Advisory first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $76.3K in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Toth Financial Advisory held 500 shares of Otis Worldwide worth $35.8K as of Q2 2026.
Toth Financial Advisory left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #423 holding.
Toth Financial Advisory first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
Toth Financial Advisory's Otis Worldwide position peaked at $76.3K in Q3 2025.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.