Citizens National Bank Trust Department’s Otis Worldwide OTIS Stock Holding History

Citizens National Bank Trust Department’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	$115K	Sell	1,605 -5	-0.3%	-$373	0.02%	217
2026 Q1	$124K	Hold	1,610	–	–	0.02%	208
2025 Q4	$141K	Hold	1,610	–	–	0.02%	192
2025 Q3	$147K	Hold	1,610	–	–	0.03%	189
2025 Q2	$159K	Sell	1,610 -346	-18%	-$33.4K	0.03%	174
2025 Q1	$202K	Sell	1,956 -5	-0.3%	-$488	0.04%	169
2024 Q4	$182K	Hold	1,961	–	–	0.04%	170
2024 Q3	$204K	Hold	1,961	–	–	0.04%	163
2024 Q2	$189K	Buy	1,961 +336	+21%	+$32.4K	0.04%	166
2024 Q1	$161K	Hold	1,625	–	–	0.04%	171
2023 Q4	$145K	Hold	1,625	–	–	0.04%	164
2023 Q3	$131K	Hold	1,625	–	–	0.04%	167
2023 Q2	$145K	Hold	1,625	–	–	0.04%	163
2023 Q1	$137K	Hold	1,625	–	–	0.04%	159
2022 Q4	$127K	Hold	1,625	–	–	0.04%	163
2022 Q3	$104K	Hold	1,625	–	–	0.03%	163
2022 Q2	$115K	Buy	1,625 +375	+30%	+$27.6K	0.03%	161
2022 Q1	$91K	Hold	1,250	–	–	0.04%	158
2021 Q4	$109K	Buy	+1,250	New	+$105K	0.04%	152
2021 Q3	–	Sell	-2,625	Closed	-$215K	–	141
2021 Q2	$215K	Buy	+2,625	New	+$202K	0.06%	135

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

LFG

Lazard Frères Gestion Paris, France $5.77B AUM 23.8% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citizens National Bank Trust Department's OTIS Position: Q2 2026 in Review

Citizens National Bank Trust Department reduced its Otis Worldwide (OTIS) stake by 0.31% in Q2 2026, selling an estimated $373 and leaving 1,605 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #217.

Citizens National Bank Trust Department first reported a position in OTIS in Q2 2021 and has held it in 20 quarters since. The position peaked at $215K in Q2 2021. 616 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Citizens National Bank Trust Department held 1,605 shares of Otis Worldwide worth $115K as of Q2 2026.
Citizens National Bank Trust Department sold 5 Otis Worldwide shares in Q2 2026, an estimated $373.
Otis Worldwide made up 0.02% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #217 holding.
Citizens National Bank Trust Department first reported a position in Otis Worldwide in Q2 2021 and has held it in 20 quarters since.
Citizens National Bank Trust Department's Otis Worldwide position peaked at $215K in Q2 2021.
616 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.