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True Wealth Design’s Otis Worldwide OTIS Stock Holding History

True Wealth Design’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 		$138K Buy
1,923
+1,373
+250% +$103K 0.03% 178
2026
Q1 		$42.4K Sell
550
-3
-0.5% -$262 0.01% 454
2025
Q4 		$48.3K Sell
553
-297
-35% -$26.6K 0.01% 344
2025
Q3 		$77.7K Buy
850
+744
+702% +$67.5K 0.02% 220
2025
Q2 		$10.5K Buy
106
+9
+9% +$869 ﹤0.01% 564
2025
Q1 		$10K Buy
97
+85
+708% +$8.3K ﹤0.01% 475
2024
Q4 		$1.11K Hold
12
– – ﹤0.01% 903
2024
Q3 		$1.25K Hold
12
– – ﹤0.01% 921
2024
Q2 		$1.16K Buy
12
+3
+33% +$289 ﹤0.01% 480
2024
Q1 		$894 Sell
9
-24
-73% -$2.22K ﹤0.01% 492
2023
Q4 		$2.95K Hold
33
– – ﹤0.01% 286
2023
Q3 		$2.65K Hold
33
– – ﹤0.01% 251
2023
Q2 		$2.94K Hold
33
– – ﹤0.01% 255
2023
Q1 		$2.79K Hold
33
– – ﹤0.01% 312
2022
Q4 		$2.58K Buy
+33
New +$2.44K ﹤0.01% 283

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

True Wealth Design's OTIS Position: Q2 2026 in Review

True Wealth Design increased its Otis Worldwide (OTIS) stake by 250% in Q2 2026, buying an estimated $103K and bringing the position to 1,923 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #178.

True Wealth Design first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • True Wealth Design held 1,923 shares of Otis Worldwide worth $138K as of Q2 2026.
  • True Wealth Design bought 1,373 Otis Worldwide shares in Q2 2026, an estimated $103K.
  • Otis Worldwide made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #178 holding.
  • True Wealth Design first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.