Evelyn Partners Group Ltd’s Otis Worldwide OTIS Stock Holding History

Evelyn Partners Group Ltd’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	$254K	Buy	+3,544	New	+$265K	﹤0.01%	254

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PAM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Evelyn Partners Group Ltd's OTIS Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Otis Worldwide (OTIS) in Q2 2026: 3,544 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #254 among its holdings.

682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Evelyn Partners Group Ltd held 3,544 shares of Otis Worldwide worth $254K as of Q2 2026.
Otis Worldwide was a new Evelyn Partners Group Ltd position in Q2 2026.
Otis Worldwide made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #254 holding.
682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.