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RAFFA WEALTH MANAGEMENT, LLC’s Otis Worldwide OTIS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$8.16K Buy
114
+11
+11% +$822 ﹤0.01% 472
2026
Q1 		$7.94K Buy
103
+48
+87% +$4.2K ﹤0.01% 440
2025
Q4 		$4.8K Hold
55
– – ﹤0.01% 523
2025
Q3 		$5.03K Hold
55
– – ﹤0.01% 484
2025
Q2 		$5.45K Hold
55
– – ﹤0.01% 487
2025
Q1 		$5.68K Sell
55
-14
-20% -$1.37K ﹤0.01% 414
2024
Q4 		$6.39K Hold
69
– – ﹤0.01% 404
2024
Q3 		$7.17K Hold
69
– – ﹤0.01% 364
2024
Q2 		$6.64K Hold
69
– – ﹤0.01% 509
2024
Q1 		$6.85K Hold
69
– – ﹤0.01% 473
2023
Q4 		$6.17K Hold
69
– – ﹤0.01% 366
2023
Q3 		$5.54K Hold
69
– – ﹤0.01% 361
2023
Q2 		$6.14K Sell
69
-1,150
-94% -$96.9K ﹤0.01% 354
2023
Q1 		$103K Hold
1,219
– – 0.04% 96
2022
Q4 		$95.5K Buy
1,219
+35
+3% +$2.58K 0.04% 91
2022
Q3 		$75.5K Hold
1,184
– – 0.03% 109
2022
Q2 		$83.7K Sell
1,184
-5
-0.4% -$368 0.04% 103
2022
Q1 		$91.5K Buy
1,189
+5
+0.4% +$400 0.03% 98
2021
Q4 		$103K Hold
1,184
– – 0.03% 93
2021
Q3 		$97.4K Hold
1,184
– – 0.03% 77
2021
Q2 		$96.8K Sell
1,184
-1,000
-46% -$77K 0.03% 80
2021
Q1 		$149K Buy
2,184
+1,014
+87% +$66.3K 0.05% 78
2020
Q4 		$79K Sell
1,170
-55
-4% -$3.57K 0.03% 100
2020
Q3 		$76.5K Buy
1,225
+75
+7% +$4.59K 0.03% 94
2020
Q2 		$65.4K Buy
+1,150
New +$59.6K 0.02% 99

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

RAFFA WEALTH MANAGEMENT, LLC's OTIS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Otis Worldwide (OTIS) stake by 11% in Q2 2026, buying an estimated $822 and bringing the position to 114 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $149K in Q1 2021. 353 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 114 shares of Otis Worldwide worth $8.16K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 11 Otis Worldwide shares in Q2 2026, an estimated $822.
  • Otis Worldwide made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #472 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Otis Worldwide position peaked at $149K in Q1 2021.
  • 353 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.