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VSM Wealth Advisory’s Otis Worldwide OTIS Stock Holding History

VSM Wealth Advisory’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 		$7.16K Hold
100
– – ﹤0.01% 397
2026
Q1 		$7.71K Hold
100
– – ﹤0.01% 388
2025
Q4 		$8.73K Hold
100
– – ﹤0.01% 345
2025
Q3 		$9.14K Hold
100
– – ﹤0.01% 345
2025
Q2 		$9.9K Hold
100
– – ﹤0.01% 383
2025
Q1 		$10.3K Hold
100
– – ﹤0.01% 343
2024
Q4 		$9.26K Buy
+100
New +$10K ﹤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

VSM Wealth Advisory's OTIS Position: Q2 2026 in Review

VSM Wealth Advisory held its Otis Worldwide (OTIS) position steady in Q2 2026 at 100 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

VSM Wealth Advisory first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.3K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • VSM Wealth Advisory held 100 shares of Otis Worldwide worth $7.16K as of Q2 2026.
  • VSM Wealth Advisory left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #397 holding.
  • VSM Wealth Advisory first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Otis Worldwide position peaked at $10.3K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.