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Country Trust Bank’s Otis Worldwide OTIS Stock Holding History

Country Trust Bank’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 		$3.94K Hold
55
– – ﹤0.01% 465
2026
Q1 		$4.24K Hold
55
– – ﹤0.01% 410
2025
Q4 		$4.8K Hold
55
– – ﹤0.01% 417
2025
Q3 		$5.03K Buy
+55
New +$4.99K ﹤0.01% 421
2024
Q1 		– Sell
-23
Closed -$2.06K – 352
2023
Q4 		$2.06K Buy
+23
New +$1.91K ﹤0.01% 307

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

Country Trust Bank's OTIS Position: Q2 2026 in Review

Country Trust Bank held its Otis Worldwide (OTIS) position steady in Q2 2026 at 55 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Country Trust Bank first reported a position in OTIS in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.03K in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Country Trust Bank held 55 shares of Otis Worldwide worth $3.94K as of Q2 2026.
  • Country Trust Bank left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #465 holding.
  • Country Trust Bank first reported a position in Otis Worldwide in Q4 2023 and has held it in 5 quarters since.
  • Country Trust Bank's Otis Worldwide position peaked at $5.03K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.