Cohen Klingenstein’s Otis Worldwide OTIS Stock Holding History

Cohen Klingenstein’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	$1.68M	Hold	23,500	–	–	0.05%	135
2026 Q1	$1.81M	Hold	23,500	–	–	0.06%	129
2025 Q4	$2.05M	Hold	23,500	–	–	0.06%	118
2025 Q3	$2.15M	Hold	23,500	–	–	0.07%	111
2025 Q2	$2.33M	Hold	23,500	–	–	0.08%	110
2025 Q1	$2.43M	Hold	23,500	–	–	0.09%	106
2024 Q4	$2.18M	Sell	23,500 -5,807	-20%	-$582K	0.07%	112
2024 Q3	$3.05M	Hold	29,307	–	–	0.11%	102
2024 Q2	$2.82M	Hold	29,307	–	–	0.1%	102
2024 Q1	$2.91M	Hold	29,307	–	–	0.11%	102
2023 Q4	$2.62M	Hold	29,307	–	–	0.11%	104
2023 Q3	$2.35M	Sell	29,307 -2,000	-6%	-$171K	0.11%	105
2023 Q2	$2.79M	Hold	31,307	–	–	0.12%	101
2023 Q1	$2.64M	Hold	31,307	–	–	0.12%	106
2022 Q4	$2.45M	Hold	31,307	–	–	0.12%	106
2022 Q3	$2M	Hold	31,307	–	–	0.11%	110
2022 Q2	$2.21M	Hold	31,307	–	–	0.11%	103
2022 Q1	$2.41M	Hold	31,307	–	–	0.1%	116
2021 Q4	$2.73M	Sell	31,307 -3,886	-11%	-$325K	0.11%	107
2021 Q3	$2.9M	Sell	35,193 -6,385	-15%	-$561K	0.13%	109
2021 Q2	$3.4M	Hold	41,578	–	–	0.15%	107
2021 Q1	$2.85M	Hold	41,578	–	–	0.13%	113
2020 Q4	$2.81M	Sell	41,578 -225	-0.5%	-$14.6K	0.14%	105
2020 Q3	$2.61M	Hold	41,803	–	–	0.15%	106
2020 Q2	$2.38M	Buy	+41,803	New	+$2.17M	0.15%	104

Other funds holding OTIS

PAM

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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cohen Klingenstein's OTIS Position: Q2 2026 in Review

Cohen Klingenstein held its Otis Worldwide (OTIS) position steady in Q2 2026 at 23,500 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #135.

Cohen Klingenstein first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.4M in Q2 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Cohen Klingenstein held 23,500 shares of Otis Worldwide worth $1.68M as of Q2 2026.
Cohen Klingenstein left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.05% of Cohen Klingenstein's portfolio in Q2 2026, its #135 holding.
Cohen Klingenstein first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Cohen Klingenstein's Otis Worldwide position peaked at $3.4M in Q2 2021.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.