WA
OTIS icon

Whipplewood Advisors’s Otis Worldwide OTIS Stock Holding History

Whipplewood 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 		$2.22K Sell
31
-92
-75% -$6.87K ﹤0.01% 409
2026
Q1 		$9.48K Buy
+123
New +$10.8K ﹤0.01% 502
2025
Q3 		– Sell
-226
Closed -$22.4K – 915
2025
Q2 		$22.4K Sell
226
-71
-24% -$6.85K 0.01% 445
2025
Q1 		$22.8K Buy
297
+79
+36% +$7.72K 0.01% 433
2024
Q4 		$20.2K Buy
+218
New +$21.9K 0.01% 443

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

Whipplewood Advisors's OTIS Position: Q2 2026 in Review

Whipplewood Advisors reduced its Otis Worldwide (OTIS) stake by 75% in Q2 2026, selling an estimated $6.87K and leaving 31 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Whipplewood Advisors first reported a position in OTIS in Q4 2024 and has held it in 5 quarters since. The position peaked at $22.8K in Q1 2025. 381 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Whipplewood Advisors held 31 shares of Otis Worldwide worth $2.22K as of Q2 2026.
  • Whipplewood Advisors sold 92 Otis Worldwide shares in Q2 2026, an estimated $6.87K.
  • Otis Worldwide made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #409 holding.
  • Whipplewood Advisors first reported a position in Otis Worldwide in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Otis Worldwide position peaked at $22.8K in Q1 2025.
  • 381 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.