ATC
OTIS icon

Adirondack Trust Company’s Otis Worldwide OTIS Stock Holding History

Adirondack Trust Company’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 		$109K Sell
1,521
-20
-1% -$1.49K 0.03% 195
2026
Q1 		$119K Hold
1,541
– – 0.04% 183
2025
Q4 		$135K Sell
1,541
-92
-6% -$8.23K 0.04% 174
2025
Q3 		$149K Sell
1,633
-10
-0.6% -$908 0.05% 169
2025
Q2 		$163K Sell
1,643
-280
-15% -$27K 0.06% 156
2025
Q1 		$198K Sell
1,923
-50
-3% -$4.88K 0.08% 142
2024
Q4 		$183K Sell
1,973
-300
-13% -$30.1K 0.07% 149
2024
Q3 		$236K Sell
2,273
-10
-0.4% -$953 0.09% 133
2024
Q2 		$220K Hold
2,283
– – 0.09% 136
2024
Q1 		$227K Hold
2,283
– – 0.09% 133
2023
Q4 		$218K Sell
2,283
-372
-14% -$30.9K 0.09% 128
2023
Q3 		$213K Sell
2,655
-32
-1% -$2.74K 0.11% 124
2023
Q2 		$244K Sell
2,687
-30
-1% -$2.53K 0.11% 125
2023
Q1 		$229K Buy
2,717
+85
+3% +$7.03K 0.12% 128
2022
Q4 		$206K Sell
2,632
-45
-2% -$3.32K 0.11% 128
2022
Q3 		$171K Buy
2,677
+35
+1% +$2.56K 0.1% 132
2022
Q2 		$187K Sell
2,642
-70
-3% -$5.16K 0.1% 128
2022
Q1 		$209K Sell
2,712
-435
-14% -$34.8K 0.1% 120
2021
Q4 		$274K Sell
3,147
-222
-7% -$18.6K 0.13% 104
2021
Q3 		$271K Sell
3,369
-550
-14% -$48.4K 0.13% 104
2021
Q2 		$321K Sell
3,919
-121
-3% -$9.31K 0.16% 98
2021
Q1 		$276K Sell
4,040
-289
-7% -$18.9K 0.15% 99
2020
Q4 		$280K Sell
4,329
-939
-18% -$60.9K 0.17% 91
2020
Q3 		$328K Sell
5,268
-909
-15% -$55.6K 0.22% 82
2020
Q2 		$387K Buy
+6,177
New +$320K 0.26% 75

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

Adirondack Trust Company's OTIS Position: Q2 2026 in Review

Adirondack Trust Company reduced its Otis Worldwide (OTIS) stake by 1.3% in Q2 2026, selling an estimated $1.49K and leaving 1,521 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #195.

Adirondack Trust Company first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $387K in Q2 2020. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Adirondack Trust Company held 1,521 shares of Otis Worldwide worth $109K as of Q2 2026.
  • Adirondack Trust Company sold 20 Otis Worldwide shares in Q2 2026, an estimated $1.49K.
  • Otis Worldwide made up 0.03% of Adirondack Trust Company's portfolio in Q2 2026, its #195 holding.
  • Adirondack Trust Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Adirondack Trust Company's Otis Worldwide position peaked at $387K in Q2 2020.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.