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Viewpoint Investment Partners’s Otis Worldwide OTIS Stock Holding History

Viewpoint Investment Partners’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 		$487K Sell
6,800
-1,200
-15% -$89.6K 0.17% 69
2026
Q1 		$451K Buy
8,000
+3,700
+86% +$324K 0.21% 55
2025
Q4 		$376K Buy
+4,300
New +$385K 0.18% 37

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

Viewpoint Investment Partners's OTIS Position: Q2 2026 in Review

Viewpoint Investment Partners reduced its Otis Worldwide (OTIS) stake by 15% in Q2 2026, selling an estimated $89.6K and leaving 6,800 shares worth $487K. The position accounts for 0.17% of the portfolio, ranked #69.

Viewpoint Investment Partners first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Viewpoint Investment Partners held 6,800 shares of Otis Worldwide worth $487K as of Q2 2026.
  • Viewpoint Investment Partners sold 1,200 Otis Worldwide shares in Q2 2026, an estimated $89.6K.
  • Otis Worldwide made up 0.17% of Viewpoint Investment Partners's portfolio in Q2 2026, its #69 holding.
  • Viewpoint Investment Partners first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.