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Wall Street Financial Group’s Otis Worldwide OTIS Stock Holding History

Wall Street Financial Group’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 		– Sell
-538
Closed -$41.5K – 467
2026
Q1 		$41.5K Buy
+538
New +$47.1K 0.02% 353

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

Wall Street Financial Group's OTIS Position: Q2 2026 in Review

Wall Street Financial Group sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 538 shares — an estimated $41.5K sold.

Wall Street Financial Group first reported a position in OTIS in Q1 2026 and held it in 1 quarter. The position peaked at $41.5K in Q1 2026. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Wall Street Financial Group reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 538 Otis Worldwide shares in Q2 2026, an estimated $41.5K.
  • Wall Street Financial Group first reported a position in Otis Worldwide in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's Otis Worldwide position peaked at $41.5K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.