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Brown Shipley & Co’s Otis Worldwide OTIS Stock Holding History

Brown Shipley & Co’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 		$2.19M Buy
30,585
+1,278
+4% +$95.5K 1.13% 25
2026
Q1 		$2.26M Sell
29,307
-705
-2% -$61.7K 1.36% 20
2025
Q4 		$2.62M Sell
30,012
-1,833
-6% -$164K 1.4% 19
2025
Q3 		$2.91M Sell
31,845
-11,698
-27% -$1.06M 1.54% 18
2025
Q2 		$4.31M Sell
43,543
-645
-1% -$62.3K 2.37% 13
2025
Q1 		$4.56M Sell
44,188
-1,207
-3% -$118K 2.58% 13
2024
Q4 		$4.2M Sell
45,395
-2,409
-5% -$242K 2.09% 15
2024
Q3 		$4.97M Sell
47,804
-1,683
-3% -$160K 2.44% 15
2024
Q2 		$4.76M Buy
49,487
+958
+2% +$92.3K 2.14% 15
2024
Q1 		$4.78M Buy
48,529
+5,259
+12% +$486K 1.5% 20
2023
Q4 		$3.87M Buy
43,270
+3,922
+10% +$326K 1.92% 20
2023
Q3 		$3.16M Buy
39,348
+4,853
+14% +$415K 1.74% 21
2023
Q2 		$3.07M Buy
34,495
+3,978
+13% +$335K 1.26% 24
2023
Q1 		$2.58M Buy
+30,517
New +$2.53M 1.66% 23

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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Brown Shipley & Co's OTIS Position: Q2 2026 in Review

Brown Shipley & Co increased its Otis Worldwide (OTIS) stake by 4.4% in Q2 2026, buying an estimated $95.5K and bringing the position to 30,585 shares worth $2.19M. The position accounts for 1.13% of the portfolio, ranked #25.

Brown Shipley & Co first reported a position in OTIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.97M in Q3 2024. 483 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Brown Shipley & Co held 30,585 shares of Otis Worldwide worth $2.19M as of Q2 2026.
  • Brown Shipley & Co bought 1,278 Otis Worldwide shares in Q2 2026, an estimated $95.5K.
  • Otis Worldwide made up 1.13% of Brown Shipley & Co's portfolio in Q2 2026, its #25 holding.
  • Brown Shipley & Co first reported a position in Otis Worldwide in Q1 2023 and has held it in 14 quarters since.
  • Brown Shipley & Co's Otis Worldwide position peaked at $4.97M in Q3 2024.
  • 483 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.