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Wellspring Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Wellspring Financial Advisors’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 		$469K Sell
6,548
-733
-10% -$54.8K 0.03% 176
2026
Q1 		$561K Buy
+7,281
New +$637K 0.04% 153

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

Wellspring Financial Advisors's OTIS Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Otis Worldwide (OTIS) stake by 10% in Q2 2026, selling an estimated $54.8K and leaving 6,548 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #176.

Wellspring Financial Advisors first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $561K in Q1 2026. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Wellspring Financial Advisors held 6,548 shares of Otis Worldwide worth $469K as of Q2 2026.
  • Wellspring Financial Advisors sold 733 Otis Worldwide shares in Q2 2026, an estimated $54.8K.
  • Otis Worldwide made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #176 holding.
  • Wellspring Financial Advisors first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Wellspring Financial Advisors's Otis Worldwide position peaked at $561K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.