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Burney Company’s Otis Worldwide OTIS Stock Holding History

Burney Company’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 		$595K Sell
8,313
-6,076
-42% -$454K 0.02% 437
2026
Q1 		$1.11M Buy
14,389
+5,163
+56% +$452K 0.03% 309
2025
Q4 		$806K Buy
9,226
+93
+1% +$8.32K 0.03% 360
2025
Q3 		$835K Sell
9,133
-84
-0.9% -$7.63K 0.03% 338
2025
Q2 		$913K Sell
9,217
-528
-5% -$51K 0.03% 325
2025
Q1 		$1.01M Sell
9,745
-169
-2% -$16.5K 0.04% 310
2024
Q4 		$918K Buy
9,914
+60
+0.6% +$6.02K 0.03% 324
2024
Q3 		$1.02M Sell
9,854
-70
-0.7% -$6.67K 0.04% 320
2024
Q2 		$955K Sell
9,924
-417
-4% -$40.2K 0.04% 324
2024
Q1 		$1.03M Sell
10,341
-548
-5% -$50.6K 0.04% 322
2023
Q4 		$974K Sell
10,889
-291
-3% -$24.2K 0.04% 336
2023
Q3 		$898K Sell
11,180
-528
-5% -$45.2K 0.04% 325
2023
Q2 		$1.04M Sell
11,708
-457
-4% -$38.5K 0.05% 313
2023
Q1 		$1.03M Sell
12,165
-20
-0.2% -$1.66K 0.05% 312
2022
Q4 		$954K Sell
12,185
-788
-6% -$58.2K 0.05% 307
2022
Q3 		$828K Sell
12,973
-1,001
-7% -$73.2K 0.05% 334
2022
Q2 		$988K Sell
13,974
-1,299
-9% -$95.7K 0.05% 303
2022
Q1 		$1.18M Sell
15,273
-4,846
-24% -$387K 0.05% 308
2021
Q4 		$1.75M Sell
20,119
-111
-0.5% -$9.29K 0.08% 255
2021
Q3 		$1.67M Sell
20,230
-1,283
-6% -$113K 0.08% 244
2021
Q2 		$1.76M Sell
21,513
-884
-4% -$68K 0.08% 249
2021
Q1 		$1.53M Sell
22,397
-4,736
-17% -$310K 0.08% 258
2020
Q4 		$1.83M Sell
27,133
-2,649
-9% -$172K 0.1% 227
2020
Q3 		$1.86M Sell
29,782
-7,843
-21% -$480K 0.12% 216
2020
Q2 		$2.14M Buy
+37,625
New +$1.95M 0.14% 183

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

Burney Company's OTIS Position: Q2 2026 in Review

Burney Company reduced its Otis Worldwide (OTIS) stake by 42% in Q2 2026, selling an estimated $454K and leaving 8,313 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #437.

Burney Company first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.14M in Q2 2020. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Burney Company held 8,313 shares of Otis Worldwide worth $595K as of Q2 2026.
  • Burney Company sold 6,076 Otis Worldwide shares in Q2 2026, an estimated $454K.
  • Otis Worldwide made up 0.02% of Burney Company's portfolio in Q2 2026, its #437 holding.
  • Burney Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Burney Company's Otis Worldwide position peaked at $2.14M in Q2 2020.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.