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Waddell & Associates’s Otis Worldwide OTIS Stock Holding History

Waddell & Associates’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 		$392K Buy
+5,481
New +$409K 0.02% 323

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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Waddell & Associates's OTIS Position: Q2 2026 in Review

Waddell & Associates opened a new position in Otis Worldwide (OTIS) in Q2 2026: 5,481 shares worth $392K. The stake represents 0.02% of the portfolio and ranks #323 among its holdings.

388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Waddell & Associates held 5,481 shares of Otis Worldwide worth $392K as of Q2 2026.
  • Otis Worldwide was a new Waddell & Associates position in Q2 2026.
  • Otis Worldwide made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #323 holding.
  • 388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.