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Birch Hill Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Birch Hill 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 		$540K Hold
7,537
– – 0.02% 146
2026
Q1 		$581K Hold
7,537
– – 0.03% 140
2025
Q4 		$658K Sell
7,537
-1,000
-12% -$89.5K 0.03% 133
2025
Q3 		$781K Hold
8,537
– – 0.03% 127
2025
Q2 		$845K Sell
8,537
-788
-8% -$76.1K 0.04% 118
2025
Q1 		$962K Sell
9,325
-300
-3% -$29.3K 0.05% 111
2024
Q4 		$891K Sell
9,625
-162
-2% -$16.2K 0.04% 113
2024
Q3 		$1.02M Hold
9,787
– – 0.05% 105
2024
Q2 		$942K Hold
9,787
– – 0.05% 107
2024
Q1 		$972K Sell
9,787
-26
-0.3% -$2.4K 0.05% 106
2023
Q4 		$878K Sell
9,813
-2,850
-23% -$237K 0.05% 102
2023
Q3 		$1.02M Sell
12,663
-199
-2% -$17K 0.06% 94
2023
Q2 		$1.14M Sell
12,862
-701
-5% -$59.1K 0.07% 88
2023
Q1 		$1.14M Sell
13,563
-2,092
-13% -$173K 0.07% 90
2022
Q4 		$1.23M Buy
15,655
+300
+2% +$22.1K 0.08% 90
2022
Q3 		$980K Sell
15,355
-275
-2% -$20.1K 0.07% 91
2022
Q2 		$1.1M Sell
15,630
-380
-2% -$28K 0.07% 91
2022
Q1 		$1.23M Sell
16,010
-1,895
-11% -$151K 0.07% 94
2021
Q4 		$1.56M Sell
17,905
-860
-5% -$72K 0.08% 87
2021
Q3 		$1.54M Sell
18,765
-19
-0.1% -$1.67K 0.08% 84
2021
Q2 		$1.54M Sell
18,784
-462
-2% -$35.6K 0.08% 82
2021
Q1 		$1.32M Sell
19,246
-15,974
-45% -$1.04M 0.08% 87
2020
Q4 		$2.38M Sell
35,220
-2,336
-6% -$152K 0.14% 69
2020
Q3 		$2.34M Sell
37,556
-8,487
-18% -$519K 0.16% 65
2020
Q2 		$2.62M Buy
+46,043
New +$2.39M 0.19% 59

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

Birch Hill Investment Advisors's OTIS Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 7,537 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #146.

Birch Hill Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.62M in Q2 2020. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Birch Hill Investment Advisors held 7,537 shares of Otis Worldwide worth $540K as of Q2 2026.
  • Birch Hill Investment Advisors left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.02% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #146 holding.
  • Birch Hill Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Birch Hill Investment Advisors's Otis Worldwide position peaked at $2.62M in Q2 2020.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.