VWA
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Valued Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Valued Wealth 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 		$1.22K Hold
17
– – ﹤0.01% 753
2026
Q1 		$1.31K Hold
17
– – ﹤0.01% 601
2025
Q4 		$1.49K Hold
17
– – ﹤0.01% 425
2025
Q3 		$1.55K Hold
17
– – ﹤0.01% 404
2025
Q2 		$1.68K Hold
17
– – ﹤0.01% 398
2025
Q1 		$1.75K Hold
17
– – ﹤0.01% 425
2024
Q4 		$1.57K Hold
17
– – ﹤0.01% 428
2024
Q3 		$1.77K Hold
17
– – ﹤0.01% 389
2024
Q2 		$1.64K Hold
17
– – ﹤0.01% 388
2024
Q1 		$1.69K Hold
17
– – ﹤0.01% 378
2023
Q4 		$1.37K Buy
+17
New +$1.41K ﹤0.01% 349

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

Valued Wealth Advisors's OTIS Position: Q2 2026 in Review

Valued Wealth Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 17 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Valued Wealth Advisors first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Valued Wealth Advisors held 17 shares of Otis Worldwide worth $1.22K as of Q2 2026.
  • Valued Wealth Advisors left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #753 holding.
  • Valued Wealth Advisors first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Otis Worldwide position peaked at $1.77K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.