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Triangle Securities Wealth Management’s Otis Worldwide OTIS Stock Holding History

Triangle Securities 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 		$343K Sell
4,786
-5,906
-55% -$441K 0.07% 176
2026
Q1 		$824K Sell
10,692
-922
-8% -$80.7K 0.19% 117
2025
Q4 		$1.01M Sell
11,614
-1,253
-10% -$112K 0.21% 107
2025
Q3 		$1.18M Buy
12,867
+532
+4% +$48.3K 0.27% 92
2025
Q2 		$1.22M Sell
12,335
-882
-7% -$85.1K 0.3% 84
2025
Q1 		$1.36M Sell
13,217
-549
-4% -$53.6K 0.35% 76
2024
Q4 		$1.27M Sell
13,766
-640
-4% -$64.2K 0.33% 76
2024
Q3 		$1.5M Sell
14,406
-292
-2% -$27.8K 0.39% 70
2024
Q2 		$1.41M Sell
14,698
-80
-0.5% -$7.71K 0.4% 70
2024
Q1 		$1.47M Sell
14,778
-65
-0.4% -$6.01K 0.42% 70
2023
Q4 		$1.33M Sell
14,843
-40
-0.3% -$3.33K 0.41% 72
2023
Q3 		$1.2M Sell
14,883
-215
-1% -$18.4K 0.43% 72
2023
Q2 		$1.34M Sell
15,098
-635
-4% -$53.5K 0.46% 68
2023
Q1 		$1.33M Sell
15,733
-715
-4% -$59.2K 0.47% 66
2022
Q4 		$1.29M Sell
16,448
-730
-4% -$53.9K 0.47% 66
2022
Q3 		$1.1M Sell
17,178
-726
-4% -$53.1K 0.45% 67
2022
Q2 		$1.26M Sell
17,904
-204
-1% -$15K 0.49% 67
2022
Q1 		$1.39M Sell
18,108
-1,143
-6% -$91.4K 0.47% 73
2021
Q4 		$1.68M Sell
19,251
-11
-0.1% -$921 0.52% 64
2021
Q3 		$1.58M Sell
19,262
-77
-0.4% -$6.77K 0.54% 63
2021
Q2 		$1.58M Sell
19,339
-40
-0.2% -$3.08K 0.53% 67
2021
Q1 		$1.33M Sell
19,379
-34
-0.2% -$2.22K 0.48% 69
2020
Q4 		$1.31M Buy
19,413
+150
+0.8% +$9.73K 0.52% 65
2020
Q3 		$1.2M Buy
19,263
+365
+2% +$22.3K 0.54% 64
2020
Q2 		$1.07M Buy
+18,898
New +$979K 0.51% 67

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

Triangle Securities Wealth Management's OTIS Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Otis Worldwide (OTIS) stake by 55% in Q2 2026, selling an estimated $441K and leaving 4,786 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #176.

Triangle Securities Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.68M in Q4 2021. 198 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Triangle Securities Wealth Management held 4,786 shares of Otis Worldwide worth $343K as of Q2 2026.
  • Triangle Securities Wealth Management sold 5,906 Otis Worldwide shares in Q2 2026, an estimated $441K.
  • Otis Worldwide made up 0.07% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Triangle Securities Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Triangle Securities Wealth Management's Otis Worldwide position peaked at $1.68M in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.