AP
OTIS icon

Atwood & Palmer’s Otis Worldwide OTIS Stock Holding History

Atwood & Palmer’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 		$274K Hold
3,825
– – 0.01% 151
2026
Q1 		$295K Sell
3,825
-100
-3% -$8.75K 0.02% 137
2025
Q4 		$343K Hold
3,925
– – 0.02% 124
2025
Q3 		$359K Hold
3,925
– – 0.02% 122
2025
Q2 		$389K Hold
3,925
– – 0.02% 121
2025
Q1 		$405K Sell
3,925
-57
-1% -$5.57K 0.03% 117
2024
Q4 		$369K Buy
3,982
+7
+0.2% +$702 0.03% 123
2024
Q3 		$413K Hold
3,975
– – 0.03% 119
2024
Q2 		$383K Sell
3,975
-50
-1% -$4.82K 0.03% 114
2024
Q1 		$400K Hold
4,025
– – 0.03% 116
2023
Q4 		$360K Hold
4,025
– – 0.03% 124
2023
Q3 		$323K Hold
4,025
– – 0.03% 120
2023
Q2 		$358K Buy
4,025
+200
+5% +$16.9K 0.03% 124
2023
Q1 		$323K Hold
3,825
– – 0.03% 114
2022
Q4 		$300K Hold
3,825
– – 0.03% 125
2022
Q3 		$244K Hold
3,825
– – 0.02% 133
2022
Q2 		$270K Sell
3,825
-300
-7% -$22.1K 0.03% 127
2022
Q1 		$317K Hold
4,125
– – 0.03% 123
2021
Q4 		$359K Hold
4,125
– – 0.03% 124
2021
Q3 		$339K Hold
4,125
– – 0.03% 125
2021
Q2 		$337K Sell
4,125
-387
-9% -$29.8K 0.03% 128
2021
Q1 		$309K Hold
4,512
– – 0.03% 127
2020
Q4 		$305K Hold
4,512
– – 0.03% 125
2020
Q3 		$282K Sell
4,512
-152
-3% -$9.3K 0.04% 113
2020
Q2 		$265K Buy
+4,664
New +$242K 0.04% 111

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

Atwood & Palmer's OTIS Position: Q2 2026 in Review

Atwood & Palmer held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,825 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #151.

Atwood & Palmer first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $413K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Atwood & Palmer held 3,825 shares of Otis Worldwide worth $274K as of Q2 2026.
  • Atwood & Palmer left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #151 holding.
  • Atwood & Palmer first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Atwood & Palmer's Otis Worldwide position peaked at $413K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.