AIA
OTIS icon

Allied Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Allied Investment 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 		$10.8M Buy
150,535
+17,557
+13% +$1.31M 1.35% 41
2026
Q1 		$10.2M Buy
132,978
+8,500
+7% +$744K 1.47% 35
2025
Q4 		$10.9M Buy
124,478
+5,717
+5% +$511K 1.68% 29
2025
Q3 		$10.9M Buy
118,761
+6,770
+6% +$615K 1.73% 29
2025
Q2 		$11.1M Buy
111,991
+2,661
+2% +$257K 1.94% 22
2025
Q1 		$11.3M Buy
109,330
+6,230
+6% +$609K 2.14% 21
2024
Q4 		$9.55M Sell
103,100
-400
-0.4% -$40.1K 1.92% 26
2024
Q3 		$10.8M Buy
103,500
+1,549
+2% +$148K 2.13% 22
2024
Q2 		$9.81M Buy
101,951
+1,612
+2% +$155K 2.3% 21
2024
Q1 		$9.96M Buy
100,339
+2,414
+2% +$223K 2.41% 19
2023
Q4 		$8.76M Buy
97,925
+1,318
+1% +$110K 2.38% 19
2023
Q3 		$7.76M Buy
96,607
+1,135
+1% +$97.1K 2.32% 20
2023
Q2 		$8.5M Buy
95,472
+4,750
+5% +$400K 2.46% 18
2023
Q1 		$7.66M Buy
90,722
+2,650
+3% +$219K 2.37% 21
2022
Q4 		$6.9M Buy
88,072
+4,745
+6% +$350K 2.16% 28
2022
Q3 		$5.32M Buy
83,327
+2,989
+4% +$219K 1.98% 31
2022
Q2 		$5.68M Buy
80,338
+3,836
+5% +$283K 2.04% 30
2022
Q1 		$5.89M Buy
76,502
+5,846
+8% +$467K 1.92% 32
2021
Q4 		$6.15M Buy
70,656
+1,408
+2% +$118K 2.1% 28
2021
Q3 		$5.7M Sell
69,248
-356
-0.5% -$31.3K 2.16% 27
2021
Q2 		$5.69M Buy
69,604
+6,820
+11% +$525K 2.14% 28
2021
Q1 		$4.3M Buy
62,784
+4,803
+8% +$314K 1.84% 30
2020
Q4 		$3.92M Buy
57,981
+5,509
+10% +$357K 1.88% 30
2020
Q3 		$3.27M Buy
52,472
+3,268
+7% +$200K 1.76% 29
2020
Q2 		$2.8M Buy
+49,204
New +$2.55M 1.61% 30

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

Allied Investment Advisors's OTIS Position: Q2 2026 in Review

Allied Investment Advisors increased its Otis Worldwide (OTIS) stake by 13% in Q2 2026, buying an estimated $1.31M and bringing the position to 150,535 shares worth $10.8M. The position accounts for 1.35% of the portfolio, ranked #41.

Allied Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.3M in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Allied Investment Advisors held 150,535 shares of Otis Worldwide worth $10.8M as of Q2 2026.
  • Allied Investment Advisors bought 17,557 Otis Worldwide shares in Q2 2026, an estimated $1.31M.
  • Otis Worldwide made up 1.35% of Allied Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Allied Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Allied Investment Advisors's Otis Worldwide position peaked at $11.3M in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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