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Aull & Monroe Investment Management’s Otis Worldwide OTIS Stock Holding History

Aull & Monroe Investment Management’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 		– Sell
-2,770
Closed -$214K – 129
2026
Q1 		$214K Hold
2,770
– – 0.1% 124
2025
Q4 		$242K Hold
2,770
– – 0.12% 112
2025
Q3 		$253K Sell
2,770
-75
-3% -$6.81K 0.13% 110
2025
Q2 		$282K Sell
2,845
-1,325
-32% -$128K 0.15% 98
2025
Q1 		$430K Sell
4,170
-55
-1% -$5.37K 0.21% 84
2024
Q4 		$391K Sell
4,225
-500
-11% -$50.1K 0.2% 91
2024
Q3 		$491K Sell
4,725
-195
-4% -$18.6K 0.23% 83
2024
Q2 		$474K Sell
4,920
-13
-0.3% -$1.25K 0.23% 86
2024
Q1 		$490K Hold
4,933
– – 0.22% 89
2023
Q4 		$441K Sell
4,933
-175
-3% -$14.6K 0.22% 87
2023
Q3 		$410K Sell
5,108
-86
-2% -$7.36K 0.21% 90
2023
Q2 		$462K Sell
5,194
-12
-0.2% -$1.01K 0.23% 87
2023
Q1 		$439K Sell
5,206
-50
-1% -$4.14K 0.22% 85
2022
Q4 		$412K Sell
5,256
-920
-15% -$67.9K 0.2% 87
2022
Q3 		$394K Sell
6,176
-625
-9% -$45.7K 0.22% 87
2022
Q2 		$481K Sell
6,801
-75
-1% -$5.52K 0.24% 84
2022
Q1 		$529K Sell
6,876
-75
-1% -$5.99K 0.24% 85
2021
Q4 		$605K Hold
6,951
– – 0.27% 79
2021
Q3 		$572K Hold
6,951
– – 0.28% 78
2021
Q2 		$569K Sell
6,951
-175
-2% -$13.5K 0.27% 83
2021
Q1 		$488K Sell
7,126
-187
-3% -$12.2K 0.24% 86
2020
Q4 		$494K Sell
7,313
-475
-6% -$30.8K 0.26% 84
2020
Q3 		$486K Sell
7,788
-750
-9% -$45.9K 0.29% 80
2020
Q2 		$486K Buy
+8,538
New +$442K 0.3% 80

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

Aull & Monroe Investment Management's OTIS Position: Q2 2026 in Review

Aull & Monroe Investment Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,770 shares — an estimated $214K sold.

Aull & Monroe Investment Management first reported a position in OTIS in Q2 2020 and held it in 24 quarters. The position peaked at $605K in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Aull & Monroe Investment Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Aull & Monroe Investment Management sold 2,770 Otis Worldwide shares in Q2 2026, an estimated $214K.
  • Aull & Monroe Investment Management first reported a position in Otis Worldwide in Q2 2020 and held it in 24 quarters.
  • Aull & Monroe Investment Management's Otis Worldwide position peaked at $605K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.