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Davis Capital Management’s Otis Worldwide OTIS Stock Holding History

Davis Capital Management’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 		$1.07K Buy
+15
New +$1.12K ﹤0.01% 475
2026
Q1 		– Sell
-3
Closed -$262 – 630
2025
Q4 		$262 Sell
3
-1
-25% -$89 ﹤0.01% 520
2025
Q3 		$366 Buy
+4
New +$363 ﹤0.01% 445
2020
Q2 		$4K Buy
+69
New +$3.58K 0.01% 226

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

Davis Capital Management's OTIS Position: Q2 2026 in Review

Davis Capital Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 15 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Davis Capital Management previously reported a position in OTIS as recently as Q4 2025.

Davis Capital Management first reported a position in OTIS in Q2 2020 and has held it in 4 quarters since. The position peaked at $4K in Q2 2020. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Davis Capital Management held 15 shares of Otis Worldwide worth $1.07K as of Q2 2026.
  • Otis Worldwide was a new Davis Capital Management position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #475 holding.
  • Davis Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 4 quarters since.
  • Davis Capital Management's Otis Worldwide position peaked at $4K in Q2 2020.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.