Tower View Wealth Management’s Otis Worldwide OTIS Stock Holding History

Tower View 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	$4.25K	Hold	59	–	–	﹤0.01%	185
2026 Q1	$4.55K	Hold	59	–	–	﹤0.01%	182
2025 Q4	$5.13K	Buy	+59	New	+$5.28K	﹤0.01%	155
2025 Q3	–	Sell	-58	Closed	-$5.78K	–	190
2025 Q2	$5.78K	Hold	58	–	–	﹤0.01%	164
2025 Q1	$6K	Hold	58	–	–	﹤0.01%	149
2024 Q4	$5.37K	Hold	58	–	–	﹤0.01%	150
2024 Q3	$6K	Hold	58	–	–	﹤0.01%	153
2024 Q2	$5.55K	Hold	58	–	–	﹤0.01%	153
2024 Q1	$5.73K	Hold	58	–	–	﹤0.01%	154
2023 Q4	$5K	Hold	58	–	–	﹤0.01%	152
2023 Q3	$5K	Buy	58 +1	+2%	+$86	﹤0.01%	144
2023 Q2	$5K	Buy	+57	New	+$4.8K	﹤0.01%	146

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

Tower View Wealth Management's OTIS Position: Q2 2026 in Review

Tower View Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 59 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Tower View Wealth Management first reported a position in OTIS in Q2 2023 and has held it in 12 quarters since. The position peaked at $6K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Tower View Wealth Management held 59 shares of Otis Worldwide worth $4.25K as of Q2 2026.
Tower View Wealth Management left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #185 holding.
Tower View Wealth Management first reported a position in Otis Worldwide in Q2 2023 and has held it in 12 quarters since.
Tower View Wealth Management's Otis Worldwide position peaked at $6K in Q1 2025.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.