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Bull Street Advisors’s Otis Worldwide OTIS Stock Holding History

Bull Street 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 		$392K Hold
5,470
– – 0.18% 83
2026
Q1 		$422K Hold
5,470
– – 0.21% 75
2025
Q4 		$478K Hold
5,470
– – 0.22% 75
2025
Q3 		$500K Hold
5,470
– – 0.23% 75
2025
Q2 		$542K Hold
5,470
– – 0.26% 72
2025
Q1 		$565K Sell
5,470
-162
-3% -$15.8K 0.27% 70
2024
Q4 		$522K Hold
5,632
– – 0.25% 73
2024
Q3 		$585K Sell
5,632
-13
-0.2% -$1.24K 0.27% 72
2024
Q2 		$543K Sell
5,645
-35
-0.6% -$3.37K 0.26% 73
2024
Q1 		$564K Buy
5,680
+500
+10% +$46.2K 0.27% 72
2023
Q4 		$463K Hold
5,180
– – 0.23% 74
2023
Q3 		$416K Hold
5,180
– – 0.22% 73
2023
Q2 		$461K Sell
5,180
-17
-0.3% -$1.43K 0.24% 75
2023
Q1 		$439K Hold
5,197
– – 0.23% 76
2022
Q4 		$407K Hold
5,197
– – 0.21% 78
2022
Q3 		$332K Hold
5,197
– – 0.19% 78
2022
Q2 		$367K Hold
5,197
– – 0.2% 77
2022
Q1 		$400K Hold
5,197
– – 0.19% 76
2021
Q4 		$453K Hold
5,197
– – 0.22% 75
2021
Q3 		$428K Hold
5,197
– – 0.22% 74
2021
Q2 		$425K Sell
5,197
-94
-2% -$7.24K 0.23% 74
2021
Q1 		$362K Buy
5,291
+41
+0.8% +$2.68K 0.2% 75
2020
Q4 		$355K Sell
5,250
-259
-5% -$16.8K 0.21% 74
2020
Q3 		$344K Sell
5,509
-332
-6% -$20.3K 0.23% 69
2020
Q2 		$332K Buy
+5,841
New +$303K 0.26% 69

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

Bull Street Advisors's OTIS Position: Q2 2026 in Review

Bull Street Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 5,470 shares worth $392K. The position accounts for 0.18% of the portfolio, ranked #83.

Bull Street Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $585K in Q3 2024. 483 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bull Street Advisors held 5,470 shares of Otis Worldwide worth $392K as of Q2 2026.
  • Bull Street Advisors left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.18% of Bull Street Advisors's portfolio in Q2 2026, its #83 holding.
  • Bull Street Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Bull Street Advisors's Otis Worldwide position peaked at $585K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bull Street Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.