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Chicago Trust’s Otis Worldwide OTIS Stock Holding History

Chicago Trust’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 		$745K Buy
10,410
+7,693
+283% +$575K 0.11% 183
2026
Q1 		$209K Buy
+2,717
New +$238K 0.03% 362
2025
Q4 		– Sell
-4,455
Closed -$407K – 407
2025
Q3 		$407K Buy
4,455
+1,536
+53% +$139K 0.06% 288
2025
Q2 		$289K Sell
2,919
-29
-1% -$2.8K 0.04% 333
2025
Q1 		$304K Sell
2,948
-480
-14% -$46.9K 0.05% 279
2024
Q4 		$317K Buy
3,428
+750
+28% +$75.2K 0.06% 258
2024
Q3 		$278K Buy
2,678
+475
+22% +$45.3K 0.05% 294
2024
Q2 		$212K Sell
2,203
-480
-18% -$46.3K 0.04% 292
2024
Q1 		$266K Buy
2,683
+25
+0.9% +$2.31K 0.06% 248
2023
Q4 		$238K Sell
2,658
-814
-23% -$67.7K 0.05% 254
2023
Q3 		$279K Sell
3,472
-372
-10% -$31.8K 0.07% 231
2023
Q2 		$342K Sell
3,844
-17
-0.4% -$1.43K 0.08% 215
2023
Q1 		$326K Buy
3,861
+392
+11% +$32.4K 0.08% 215
2022
Q4 		$271K Buy
3,469
+104
+3% +$7.68K 0.07% 243
2022
Q3 		$215K Sell
3,365
-34
-1% -$2.49K 0.06% 281
2022
Q2 		$240K Buy
3,399
+516
+18% +$38K 0.06% 264
2022
Q1 		$222K Sell
2,883
-33
-1% -$2.64K 0.05% 308
2021
Q4 		$254K Buy
+2,916
New +$244K 0.05% 291

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

Chicago Trust's OTIS Position: Q2 2026 in Review

Chicago Trust increased its Otis Worldwide (OTIS) stake by 283% in Q2 2026, buying an estimated $575K and bringing the position to 10,410 shares worth $745K. The position accounts for 0.11% of the portfolio, ranked #183.

Chicago Trust first reported a position in OTIS in Q4 2021 and has held it in 18 quarters since. 198 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Chicago Trust held 10,410 shares of Otis Worldwide worth $745K as of Q2 2026.
  • Chicago Trust bought 7,693 Otis Worldwide shares in Q2 2026, an estimated $575K.
  • Otis Worldwide made up 0.11% of Chicago Trust's portfolio in Q2 2026, its #183 holding.
  • Chicago Trust first reported a position in Otis Worldwide in Q4 2021 and has held it in 18 quarters since.
  • 198 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.