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Bartlett & Co Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bartlett & Co Wealth 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 		$459K Sell
6,417
-457
-7% -$34.1K 0.01% 359
2026
Q1 		$522K Sell
6,874
-2,394
-26% -$209K 0.01% 333
2025
Q4 		$810K Sell
9,268
-511
-5% -$45.7K 0.01% 288
2025
Q3 		$894K Sell
9,779
-450
-4% -$40.9K 0.01% 271
2025
Q2 		$1.01M Buy
10,229
+320
+3% +$30.9K 0.01% 253
2025
Q1 		$1.02M Sell
9,909
-664
-6% -$64.9K 0.02% 250
2024
Q4 		$979K Buy
10,573
+373
+4% +$37.4K 0.01% 255
2024
Q3 		$1.06M Sell
10,200
-479
-4% -$45.6K 0.02% 248
2024
Q2 		$1.03M Sell
10,679
-491
-4% -$47.3K 0.02% 251
2024
Q1 		$1.11M Buy
11,170
+70
+0.6% +$6.47K 0.02% 256
2023
Q4 		$995K Sell
11,100
-531
-5% -$44.2K 0.02% 275
2023
Q3 		$934K Sell
11,631
-113
-1% -$9.66K 0.02% 265
2023
Q2 		$1.05M Sell
11,744
-314
-3% -$26.5K 0.02% 267
2023
Q1 		$1.02M Sell
12,058
-581
-5% -$48.1K 0.02% 227
2022
Q4 		$990K Sell
12,639
-1,184
-9% -$87.4K 0.02% 230
2022
Q3 		$882K Sell
13,823
-300
-2% -$21.9K 0.02% 228
2022
Q2 		$998K Sell
14,123
-4,112
-23% -$303K 0.02% 219
2022
Q1 		$1.4M Sell
18,235
-591
-3% -$47.2K 0.02% 206
2021
Q4 		$1.64M Sell
18,826
-542
-3% -$45.4K 0.03% 197
2021
Q3 		$1.59M Sell
19,368
-1,634
-8% -$144K 0.03% 182
2021
Q2 		$1.72M Sell
21,002
-6,588
-24% -$507K 0.03% 181
2021
Q1 		$1.89M Sell
27,590
-3,551
-11% -$232K 0.04% 173
2020
Q4 		$2.1M Sell
31,141
-2,454
-7% -$159K 0.04% 162
2020
Q3 		$2.1M Sell
33,595
-5,175
-13% -$317K 0.05% 156
2020
Q2 		$2.2M Buy
+38,770
New +$2.01M 0.06% 152

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

Bartlett & Co Wealth Management's OTIS Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Otis Worldwide (OTIS) stake by 6.6% in Q2 2026, selling an estimated $34.1K and leaving 6,417 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #359.

Bartlett & Co Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.2M in Q2 2020. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bartlett & Co Wealth Management held 6,417 shares of Otis Worldwide worth $459K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 457 Otis Worldwide shares in Q2 2026, an estimated $34.1K.
  • Otis Worldwide made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Bartlett & Co Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Bartlett & Co Wealth Management's Otis Worldwide position peaked at $2.2M in Q2 2020.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.