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Cookson Peirce & Co’s Otis Worldwide OTIS Stock Holding History

Cookson Peirce & 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 		– Sell
-8,512
Closed -$656K – 345
2026
Q1 		$656K Buy
8,512
+951
+13% +$83.2K 0.03% 216
2025
Q4 		$660K Buy
7,561
+946
+14% +$84.6K 0.03% 220
2025
Q3 		$605K Buy
6,615
+115
+2% +$10.4K 0.02% 223
2025
Q2 		$644K Buy
+6,500
New +$627K 0.03% 216

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

Cookson Peirce & Co's OTIS Position: Q2 2026 in Review

Cookson Peirce & Co sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 8,512 shares — an estimated $656K sold.

Cookson Peirce & Co first reported a position in OTIS in Q2 2025 and held it in 4 quarters. The position peaked at $660K in Q4 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cookson Peirce & Co reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Cookson Peirce & Co sold 8,512 Otis Worldwide shares in Q2 2026, an estimated $656K.
  • Cookson Peirce & Co first reported a position in Otis Worldwide in Q2 2025 and held it in 4 quarters.
  • Cookson Peirce & Co's Otis Worldwide position peaked at $660K in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.