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BTC Capital Management’s Otis Worldwide OTIS Stock Holding History

BTC Capital 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 		$509K Sell
7,114
-61,192
-90% -$4.57M 0.03% 176
2026
Q1 		$5.26M Buy
68,306
+2,613
+4% +$229K 0.36% 83
2025
Q4 		$5.74M Sell
65,693
-3,989
-6% -$357K 0.4% 72
2025
Q3 		$6.37M Buy
69,682
+11,524
+20% +$1.05M 0.44% 66
2025
Q2 		$5.75M Buy
58,158
+367
+0.6% +$35.4K 0.47% 64
2025
Q1 		$5.96M Buy
57,791
+466
+0.8% +$45.5K 0.55% 59
2024
Q4 		$5.3M Sell
57,325
-130
-0.2% -$13K 0.49% 65
2024
Q3 		$5.97M Sell
57,455
-322
-0.6% -$30.7K 0.53% 62
2024
Q2 		$5.56M Sell
57,777
-995
-2% -$95.9K 0.52% 62
2024
Q1 		$5.83M Buy
+58,772
New +$5.43M 0.53% 66
2023
Q3 		$4.44M Buy
55,294
+465
+0.8% +$39.8K 0.51% 71
2023
Q2 		$4.87M Sell
54,829
-1,554
-3% -$131K 0.53% 65
2023
Q1 		$4.76M Buy
56,383
+1,033
+2% +$85.5K 0.55% 66
2022
Q4 		$4.33M Buy
55,350
+2,267
+4% +$167K 0.52% 67
2022
Q3 		$3.38M Buy
53,083
+115
+0.2% +$8.41K 0.44% 78
2022
Q2 		$3.74M Buy
52,968
+2,149
+4% +$158K 0.46% 76
2022
Q1 		$3.92M Buy
50,819
+471
+0.9% +$37.6K 0.39% 81
2021
Q4 		$4.38M Buy
+50,348
New +$4.21M 0.43% 76

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

BTC Capital Management's OTIS Position: Q2 2026 in Review

BTC Capital Management reduced its Otis Worldwide (OTIS) stake by 90% in Q2 2026, selling an estimated $4.57M and leaving 7,114 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #176.

BTC Capital Management first reported a position in OTIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.37M in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • BTC Capital Management held 7,114 shares of Otis Worldwide worth $509K as of Q2 2026.
  • BTC Capital Management sold 61,192 Otis Worldwide shares in Q2 2026, an estimated $4.57M.
  • Otis Worldwide made up 0.03% of BTC Capital Management's portfolio in Q2 2026, its #176 holding.
  • BTC Capital Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 18 quarters since.
  • BTC Capital Management's Otis Worldwide position peaked at $6.37M in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.