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Davidson Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Davidson Investment Advisors’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 		$18.8M Sell
262,612
-33,062
-11% -$2.47M 0.77% 48
2026
Q1 		$22.8M Buy
295,674
+7,106
+2% +$622K 0.98% 34
2025
Q4 		$25.2M Buy
288,568
+650
+0.2% +$58.1K 1.05% 28
2025
Q3 		$26.3M Buy
287,918
+108,759
+61% +$9.87M 1.12% 27
2025
Q2 		$17.7M Buy
179,159
+2,093
+1% +$202K 0.8% 53
2025
Q1 		$18.3M Buy
177,066
+3,526
+2% +$344K 0.9% 43
2024
Q4 		$16.1M Buy
173,540
+2,808
+2% +$282K 0.78% 54
2024
Q3 		$17.7M Buy
170,732
+7,234
+4% +$689K 0.86% 49
2024
Q2 		$15.7M Sell
163,498
-54,911
-25% -$5.29M 0.81% 52
2024
Q1 		$21.7M Buy
218,409
+6,615
+3% +$611K 1.13% 25
2023
Q4 		$18.9M Buy
211,794
+3,990
+2% +$332K 1.09% 30
2023
Q3 		$16.7M Buy
207,804
+3,550
+2% +$304K 1.06% 34
2023
Q2 		$18.2M Buy
204,254
+223
+0.1% +$18.8K 1.15% 26
2023
Q1 		$17.2M Buy
204,031
+19,956
+11% +$1.65M 1.13% 25
2022
Q4 		$14.4M Buy
184,075
+1,466
+0.8% +$108K 1.12% 38
2022
Q3 		$11.7M Buy
182,609
+6,407
+4% +$469K 0.98% 47
2022
Q2 		$12.5M Buy
176,202
+508
+0.3% +$37.4K 1.06% 41
2022
Q1 		$13.5M Buy
175,694
+2,546
+1% +$203K 0.98% 49
2021
Q4 		$15.1M Sell
173,148
-171
-0.1% -$14.3K 1.08% 42
2021
Q3 		$14.3M Buy
173,319
+6,110
+4% +$537K 1.11% 41
2021
Q2 		$13.7M Sell
167,209
-846
-0.5% -$65.1K 1.09% 41
2021
Q1 		$11.5M Buy
168,055
+7,465
+5% +$488K 0.98% 49
2020
Q4 		$10.8M Buy
160,590
+28,091
+21% +$1.82M 1% 50
2020
Q3 		$8.27M Sell
132,499
-1,107
-0.8% -$67.7K 0.88% 55
2020
Q2 		$7.6M Buy
+133,606
New +$6.92M 0.84% 53

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
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
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

Davidson Investment Advisors's OTIS Position: Q2 2026 in Review

Davidson Investment Advisors reduced its Otis Worldwide (OTIS) stake by 11% in Q2 2026, selling an estimated $2.47M and leaving 262,612 shares worth $18.8M. The position accounts for 0.77% of the portfolio, ranked #48.

Davidson Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $26.3M in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Davidson Investment Advisors held 262,612 shares of Otis Worldwide worth $18.8M as of Q2 2026.
  • Davidson Investment Advisors sold 33,062 Otis Worldwide shares in Q2 2026, an estimated $2.47M.
  • Otis Worldwide made up 0.77% of Davidson Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Davidson Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Davidson Investment Advisors's Otis Worldwide position peaked at $26.3M in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.