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Valeo Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Valeo Financial Advisors’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 		$312K Buy
4,357
+959
+28% +$71.6K 0.01% 615
2026
Q1 		$262K Sell
3,398
-1,316
-28% -$115K 0.01% 603
2025
Q4 		$412K Buy
4,714
+179
+4% +$16K 0.01% 516
2025
Q3 		$415K Sell
4,535
-48
-1% -$4.36K 0.01% 506
2025
Q2 		$454K Buy
4,583
+33
+0.7% +$3.19K 0.01% 477
2025
Q1 		$470K Buy
4,550
+67
+1% +$6.54K 0.01% 424
2024
Q4 		$415K Sell
4,483
-233
-5% -$23.4K 0.01% 453
2024
Q3 		$490K Sell
4,716
-16
-0.3% -$1.52K 0.01% 415
2024
Q2 		$455K Sell
4,732
-95
-2% -$9.15K 0.01% 419
2024
Q1 		$451K Sell
4,827
-53
-1% -$4.9K 0.02% 406
2023
Q4 		$437K Buy
4,880
+496
+11% +$41.2K 0.02% 399
2023
Q3 		$352K Sell
4,384
-353
-7% -$30.2K 0.02% 417
2023
Q2 		$422K Buy
4,737
+315
+7% +$26.5K 0.02% 349
2023
Q1 		$373K Hold
4,422
– – 0.02% 386
2022
Q4 		$346K Buy
4,422
+911
+26% +$67.3K 0.02% 349
2022
Q3 		$224K Sell
3,511
-12
-0.3% -$878 0.01% 420
2022
Q2 		$249K Sell
3,523
-111
-3% -$8.18K 0.02% 393
2022
Q1 		$280K Sell
3,634
-41
-1% -$3.28K 0.01% 465
2021
Q4 		$320K Sell
3,675
-728
-17% -$60.9K 0.02% 396
2021
Q3 		$362K Sell
4,403
-77
-2% -$6.77K 0.02% 364
2021
Q2 		$366K Sell
4,480
-214
-5% -$16.5K 0.02% 317
2021
Q1 		$321K Sell
4,694
-930
-17% -$60.8K 0.01% 344
2020
Q4 		$380K Sell
5,624
-356
-6% -$23.1K 0.02% 286
2020
Q3 		$373K Sell
5,980
-1,870
-24% -$114K 0.03% 224
2020
Q2 		$446K Buy
+7,850
New +$407K 0.04% 200

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

Valeo Financial Advisors's OTIS Position: Q2 2026 in Review

Valeo Financial Advisors increased its Otis Worldwide (OTIS) stake by 28% in Q2 2026, buying an estimated $71.6K and bringing the position to 4,357 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #615.

Valeo Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $490K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Valeo Financial Advisors held 4,357 shares of Otis Worldwide worth $312K as of Q2 2026.
  • Valeo Financial Advisors bought 959 Otis Worldwide shares in Q2 2026, an estimated $71.6K.
  • Otis Worldwide made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #615 holding.
  • Valeo Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Valeo Financial Advisors's Otis Worldwide position peaked at $490K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.