CHC
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City Holding Co’s Otis Worldwide OTIS Stock Holding History

City Holding Co’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 		$147K Sell
2,059
-379
-16% -$28.3K 0.02% 269
2026
Q1 		$188K Sell
2,438
-473
-16% -$41.4K 0.02% 244
2025
Q4 		$254K Sell
2,911
-722
-20% -$64.6K 0.03% 228
2025
Q3 		$332K Sell
3,633
-972
-21% -$88.2K 0.04% 216
2025
Q2 		$456K Sell
4,605
-62
-1% -$5.99K 0.06% 195
2025
Q1 		$482K Sell
4,667
-334
-7% -$32.6K 0.07% 190
2024
Q4 		$463K Buy
5,001
+357
+8% +$35.8K 0.07% 191
2024
Q3 		$483K Buy
4,644
+817
+21% +$77.8K 0.07% 187
2024
Q2 		$368K Buy
3,827
+159
+4% +$15.3K 0.05% 200
2024
Q1 		$364K Sell
3,668
-365
-9% -$33.7K 0.05% 204
2023
Q4 		$361K Sell
4,033
-280
-6% -$23.3K 0.06% 202
2023
Q3 		$346K Buy
4,313
+630
+17% +$53.9K 0.06% 194
2023
Q2 		$328K Sell
3,683
-127
-3% -$10.7K 0.06% 202
2023
Q1 		$322K Sell
3,810
-365
-9% -$30.2K 0.06% 198
2022
Q4 		$327K Sell
4,175
-640
-13% -$47.3K 0.06% 192
2022
Q3 		$307K Sell
4,815
-556
-10% -$40.7K 0.06% 190
2022
Q2 		$380K Sell
5,371
-290
-5% -$21.4K 0.07% 180
2022
Q1 		$436K Sell
5,661
-336
-6% -$26.9K 0.07% 182
2021
Q4 		$470K Sell
5,997
-535
-8% -$44.8K 0.08% 171
2021
Q3 		$537K Sell
6,532
-512
-7% -$45K 0.09% 166
2021
Q2 		$576K Sell
7,044
-2,075
-23% -$160K 0.1% 149
2021
Q1 		$624K Sell
9,119
-3,357
-27% -$219K 0.12% 134
2020
Q4 		$843K Sell
12,476
-6,184
-33% -$401K 0.18% 119
2020
Q3 		$1.17M Buy
18,660
+3,897
+26% +$238K 0.27% 108
2020
Q2 		$839K Buy
+14,763
New +$765K 0.21% 114

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

City Holding Co's OTIS Position: Q2 2026 in Review

City Holding Co reduced its Otis Worldwide (OTIS) stake by 16% in Q2 2026, selling an estimated $28.3K and leaving 2,059 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #269.

City Holding Co first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.17M in Q3 2020. 332 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • City Holding Co held 2,059 shares of Otis Worldwide worth $147K as of Q2 2026.
  • City Holding Co sold 379 Otis Worldwide shares in Q2 2026, an estimated $28.3K.
  • Otis Worldwide made up 0.02% of City Holding Co's portfolio in Q2 2026, its #269 holding.
  • City Holding Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • City Holding Co's Otis Worldwide position peaked at $1.17M in Q3 2020.
  • 332 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on City Holding Co's 13F filing for Q2 2026, filed 10 Jul 2026.