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Birchbrook’s Otis Worldwide OTIS Stock Holding History

Birchbrook’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 		$15.2K Hold
212
– – 0.01% 187
2026
Q1 		$16.3K Hold
212
– – 0.01% 174
2025
Q4 		$18.5K Hold
212
– – 0.01% 176
2025
Q3 		$19.4K Hold
212
– – 0.01% 163
2025
Q2 		$21K Hold
212
– – 0.01% 159
2025
Q1 		$21.9K Hold
212
– – 0.01% 152
2024
Q4 		$19.6K Hold
212
– – 0.01% 167
2024
Q3 		$22K Hold
212
– – 0.01% 151
2024
Q2 		$20.4K Hold
212
– – 0.01% 161
2024
Q1 		$21K Hold
212
– – 0.01% 164
2023
Q4 		$19K Buy
+212
New +$17.6K 0.01% 170

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

Birchbrook's OTIS Position: Q2 2026 in Review

Birchbrook held its Otis Worldwide (OTIS) position steady in Q2 2026 at 212 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #187.

Birchbrook first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $22K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Birchbrook held 212 shares of Otis Worldwide worth $15.2K as of Q2 2026.
  • Birchbrook left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Birchbrook's portfolio in Q2 2026, its #187 holding.
  • Birchbrook first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Otis Worldwide position peaked at $22K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.