Y-Intercept (HK)’s Otis Worldwide OTIS Stock Holding History

Y-Intercept (HK)’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	$4.79M	Buy	66,935 +61,775	+1,197%	+$4.61M	0.09%	291
2026 Q1	$398K	Sell	5,160 -40,214	-89%	-$3.52M	0.01%	1318
2025 Q4	$3.96M	Buy	+45,374	New	+$4.06M	0.09%	312
2025 Q3	–	Sell	-70,871	Closed	-$7.02M	–	1916
2025 Q2	$7.02M	Buy	70,871 +49,468	+231%	+$4.78M	0.17%	132
2025 Q1	$2.21M	Buy	+21,403	New	+$2.09M	0.15%	167
2024 Q4	–	Sell	-125,333	Closed	-$13M	–	1529
2024 Q3	$13M	Buy	+125,333	New	+$11.9M	0.8%	8
2024 Q2	–	Sell	-52,515	Closed	-$5.21M	–	1786
2024 Q1	$5.21M	Buy	52,515 +20,597	+65%	+$1.9M	0.39%	29
2023 Q4	$2.86M	Buy	+31,918	New	+$2.65M	0.27%	70
2023 Q3	–	Sell	-43,179	Closed	-$3.84M	–	1450
2023 Q2	$3.84M	Buy	43,179 +8,783	+26%	+$740K	0.41%	23
2023 Q1	$2.9M	Buy	+34,396	New	+$2.85M	0.34%	42
2022 Q4	–	Sell	-8,064	Closed	-$514K	–	1258
2022 Q3	$514K	Buy	+8,064	New	+$590K	0.05%	528
2022 Q1	–	Sell	-10,886	Closed	-$948K	–	887
2021 Q4	$948K	Buy	+10,886	New	+$911K	0.22%	128
2021 Q2	–	Sell	-22,023	Closed	-$1.54M	–	817
2021 Q1	$1.54M	Buy	22,023 +7,988	+57%	+$522K	0.41%	42
2020 Q4	$936K	Buy	+14,035	New	+$910K	0.39%	44

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK)'s OTIS Position: Q2 2026 in Review

Y-Intercept (HK) increased its Otis Worldwide (OTIS) stake by 1,197% in Q2 2026, buying an estimated $4.61M and bringing the position to 66,935 shares worth $4.79M. The position accounts for 0.09% of the portfolio, ranked #291.

Y-Intercept (HK) first reported a position in OTIS in Q4 2020 and has held it in 14 quarters since. The position peaked at $13M in Q3 2024. 249 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Y-Intercept (HK) held 66,935 shares of Otis Worldwide worth $4.79M as of Q2 2026.
Y-Intercept (HK) bought 61,775 Otis Worldwide shares in Q2 2026, an estimated $4.61M.
Otis Worldwide made up 0.09% of Y-Intercept (HK)'s portfolio in Q2 2026, its #291 holding.
Y-Intercept (HK) first reported a position in Otis Worldwide in Q4 2020 and has held it in 14 quarters since.
Y-Intercept (HK)'s Otis Worldwide position peaked at $13M in Q3 2024.
249 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.