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D.J. St. Germain’s Otis Worldwide OTIS Stock Holding History

D.J. St. Germain’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 		$194K Sell
2,709
-212
-7% -$15.8K 0.01% 303
2026
Q1 		$225K Sell
2,921
-123
-4% -$10.8K 0.01% 289
2025
Q4 		$266K Buy
3,044
+58
+2% +$5.19K 0.01% 282
2025
Q3 		$273K Sell
2,986
-33
-1% -$3K 0.01% 278
2025
Q2 		$299K Buy
3,019
+290
+11% +$28K 0.01% 258
2025
Q1 		$282K Sell
2,729
-144
-5% -$14.1K 0.01% 247
2024
Q4 		$266K Hold
2,873
– – 0.01% 266
2024
Q3 		$299K Sell
2,873
-51
-2% -$4.86K 0.01% 241
2024
Q2 		$281K Sell
2,924
-107
-4% -$10.3K 0.01% 239
2024
Q1 		$301K Sell
3,031
-20
-0.7% -$1.85K 0.01% 239
2023
Q4 		$273K Sell
3,051
-30
-1% -$2.49K 0.01% 238
2023
Q3 		$247K Buy
3,081
+155
+5% +$13.3K 0.01% 232
2023
Q2 		$260K Buy
+2,926
New +$247K 0.01% 231
2022
Q4 		$222 Sell
2,834
-55
-2% -$4.06K ﹤0.01% 396
2022
Q3 		$204K Hold
2,889
– – 0.01% 224
2022
Q2 		$204K Sell
2,889
-12
-0.4% -$884 0.01% 224
2022
Q1 		$223K Sell
2,901
-97
-3% -$7.75K 0.01% 228
2021
Q4 		$261K Sell
2,998
-206
-6% -$17.2K 0.01% 219
2021
Q3 		$264K Sell
3,204
-879
-22% -$77.3K 0.02% 210
2021
Q2 		$334K Sell
4,083
-17
-0.4% -$1.31K 0.02% 198
2021
Q1 		$281K Sell
4,100
-201
-5% -$13.1K 0.02% 202
2020
Q4 		$291K Sell
4,301
-176
-4% -$11.4K 0.02% 201
2020
Q3 		$279K Sell
4,477
-662
-13% -$40.5K 0.02% 190
2020
Q2 		$292K Buy
+5,139
New +$266K 0.03% 185

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

D.J. St. Germain's OTIS Position: Q2 2026 in Review

D.J. St. Germain reduced its Otis Worldwide (OTIS) stake by 7.3% in Q2 2026, selling an estimated $15.8K and leaving 2,709 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #303.

D.J. St. Germain first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $334K in Q2 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • D.J. St. Germain held 2,709 shares of Otis Worldwide worth $194K as of Q2 2026.
  • D.J. St. Germain sold 212 Otis Worldwide shares in Q2 2026, an estimated $15.8K.
  • Otis Worldwide made up 0.01% of D.J. St. Germain's portfolio in Q2 2026, its #303 holding.
  • D.J. St. Germain first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • D.J. St. Germain's Otis Worldwide position peaked at $334K in Q2 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.