Wealth Enhancement Advisory Services
OTIS icon

Wealth Enhancement Advisory Services’s Otis Worldwide OTIS Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.32M Buy
107,040
+42,949
+67% +$3.21M 0.01% 813
2026
Q1 		$4.74M Sell
64,091
-87,155
-58% -$7.63M 0.01% 921
2025
Q4 		$13.6M Sell
151,246
-6,585
-4% -$589K 0.02% 593
2025
Q3 		$14.3M Buy
157,831
+20,231
+15% +$1.84M 0.02% 534
2025
Q2 		$13.7M Buy
137,600
+105,956
+335% +$10.2M 0.02% 536
2025
Q1 		$3.27M Buy
31,644
+1,303
+4% +$127K 0.01% 1005
2024
Q4 		$2.81M Buy
30,341
+3,765
+14% +$378K 0.01% 1024
2024
Q3 		$2.76M Buy
26,576
+810
+3% +$77.2K 0.01% 931
2024
Q2 		$2.48M Buy
25,766
+1,161
+5% +$112K 0.01% 905
2024
Q1 		$2.44M Sell
24,605
-3,192
-11% -$295K 0.01% 877
2023
Q4 		$2.49M Sell
27,797
-5,526
-17% -$459K 0.01% 834
2023
Q3 		$2.68M Buy
+33,323
New +$2.85M 0.01% 760

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

Wealth Enhancement Advisory Services's OTIS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Otis Worldwide (OTIS) stake by 67% in Q2 2026, buying an estimated $3.21M and bringing the position to 107,040 shares worth $7.32M. The position accounts for 0.01% of the portfolio, ranked #813.

Wealth Enhancement Advisory Services first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.3M in Q3 2025. 273 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 107,040 shares of Otis Worldwide worth $7.32M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 42,949 Otis Worldwide shares in Q2 2026, an estimated $3.21M.
  • Otis Worldwide made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #813 holding.
  • Wealth Enhancement Advisory Services first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Otis Worldwide position peaked at $14.3M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.