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Wedmont Private Capital’s Otis Worldwide OTIS Stock Holding History

Wedmont Private Capital’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 		$340K Sell
4,647
-933
-17% -$69.7K 0.01% 696
2026
Q1 		$444K Buy
5,580
+146
+3% +$12.8K 0.01% 538
2025
Q4 		$480K Sell
5,434
-85
-2% -$7.6K 0.02% 491
2025
Q3 		$499K Sell
5,519
-1,411
-20% -$128K 0.02% 462
2025
Q2 		$688K Sell
6,930
-676
-9% -$65.3K 0.03% 351
2025
Q1 		$738K Buy
7,606
+1,206
+19% +$118K 0.04% 278
2024
Q4 		$581K Buy
6,400
+299
+5% +$30K 0.03% 331
2024
Q3 		$635K Sell
6,101
-390
-6% -$37.2K 0.04% 302
2024
Q2 		$650K Buy
6,491
+195
+3% +$18.8K 0.04% 280
2024
Q1 		$624K Sell
6,296
-32
-0.5% -$2.96K 0.05% 276
2023
Q4 		$554K Buy
6,328
+262
+4% +$21.8K 0.05% 281
2023
Q3 		$485K Sell
6,066
-506
-8% -$43.3K 0.05% 264
2023
Q2 		$583K Buy
6,572
+263
+4% +$22.2K 0.06% 218
2023
Q1 		$499K Buy
6,309
+836
+15% +$69.2K 0.07% 226
2022
Q4 		$448K Sell
5,473
-3,362
-38% -$248K 0.07% 225
2022
Q3 		$564K Buy
8,835
+4,688
+113% +$343K 0.11% 143
2022
Q2 		$293K Buy
+4,147
New +$305K 0.06% 239

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

Wedmont Private Capital's OTIS Position: Q2 2026 in Review

Wedmont Private Capital reduced its Otis Worldwide (OTIS) stake by 17% in Q2 2026, selling an estimated $69.7K and leaving 4,647 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #696.

Wedmont Private Capital first reported a position in OTIS in Q2 2022 and has held it in 17 quarters since. The position peaked at $738K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Wedmont Private Capital held 4,647 shares of Otis Worldwide worth $340K as of Q2 2026.
  • Wedmont Private Capital sold 933 Otis Worldwide shares in Q2 2026, an estimated $69.7K.
  • Otis Worldwide made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #696 holding.
  • Wedmont Private Capital first reported a position in Otis Worldwide in Q2 2022 and has held it in 17 quarters since.
  • Wedmont Private Capital's Otis Worldwide position peaked at $738K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.