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Blue Trust Inc’s Otis Worldwide OTIS Stock Holding History

Blue Trust Inc’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 		$64.4K Sell
899
-13
-1% -$971 ﹤0.01% 1243
2026
Q1 		$70.3K Sell
912
-543
-37% -$47.5K ﹤0.01% 1179
2025
Q4 		$127K Sell
1,455
-250
-15% -$22.4K ﹤0.01% 950
2025
Q3 		$156K Buy
1,705
+274
+19% +$24.9K ﹤0.01% 896
2025
Q2 		$142K Sell
1,431
-1,024
-42% -$98.9K ﹤0.01% 897
2025
Q1 		$253K Buy
2,455
+220
+10% +$21.5K ﹤0.01% 625
2024
Q4 		$207K Sell
2,235
-872
-28% -$87.4K ﹤0.01% 642
2024
Q3 		$299K Buy
3,107
+1,771
+133% +$169K ﹤0.01% 679
2024
Q2 		$133K Buy
1,336
+706
+112% +$68K ﹤0.01% 856
2024
Q1 		$62.5K Sell
630
-891
-59% -$82.3K ﹤0.01% 846
2023
Q4 		$123K Buy
1,521
+668
+78% +$55.5K ﹤0.01% 604
2023
Q3 		$76K Buy
853
+321
+60% +$27.5K ﹤0.01% 708
2023
Q2 		$45K Sell
532
-1,806
-77% -$152K ﹤0.01% 732
2023
Q1 		$183K Buy
2,338
+31
+1% +$2.56K ﹤0.01% 575
2022
Q4 		$147K Buy
2,307
+1,036
+82% +$76.5K ﹤0.01% 558
2022
Q3 		$90K Buy
1,271
+29
+2% +$2.12K ﹤0.01% 564
2022
Q2 		$96K Buy
+1,242
New +$91.5K ﹤0.01% 509

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

Blue Trust Inc's OTIS Position: Q2 2026 in Review

Blue Trust Inc reduced its Otis Worldwide (OTIS) stake by 1.4% in Q2 2026, selling an estimated $971 and leaving 899 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Blue Trust Inc first reported a position in OTIS in Q2 2022 and has held it in 17 quarters since. The position peaked at $299K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Blue Trust Inc held 899 shares of Otis Worldwide worth $64.4K as of Q2 2026.
  • Blue Trust Inc sold 13 Otis Worldwide shares in Q2 2026, an estimated $971.
  • Otis Worldwide made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1243 holding.
  • Blue Trust Inc first reported a position in Otis Worldwide in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Otis Worldwide position peaked at $299K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.