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Diversified Trust’s Otis Worldwide OTIS Stock Holding History

Diversified Trust’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 		$977K Buy
13,650
+4,325
+46% +$323K 0.02% 512
2026
Q1 		$719K Buy
9,325
+2,095
+29% +$183K 0.01% 569
2025
Q4 		$632K Buy
7,230
+76
+1% +$6.8K 0.01% 594
2025
Q3 		$654K Sell
7,154
-5
-0.1% -$454 0.01% 543
2025
Q2 		$709K Sell
7,159
-126
-2% -$12.2K 0.02% 482
2025
Q1 		$752K Buy
7,285
+449
+7% +$43.9K 0.02% 443
2024
Q4 		$633K Buy
6,836
+63
+0.9% +$6.32K 0.02% 523
2024
Q3 		$704K Buy
6,773
+1,825
+37% +$174K 0.02% 491
2024
Q2 		$476K Sell
4,948
-43
-0.9% -$4.14K 0.01% 554
2024
Q1 		$495K Sell
4,991
-5
-0.1% -$462 0.01% 513
2023
Q4 		$447K Sell
4,996
-50,559
-91% -$4.2M 0.02% 532
2023
Q3 		$4.46M Sell
55,555
-1,733
-3% -$148K 0.17% 71
2023
Q2 		$5.1M Buy
57,288
+2,167
+4% +$183K 0.19% 67
2023
Q1 		$4.65M Buy
55,121
+425
+0.8% +$35.2K 0.18% 73
2022
Q4 		$4.28M Buy
54,696
+365
+0.7% +$26.9K 0.18% 73
2022
Q3 		$3.47M Sell
54,331
-3,041
-5% -$222K 0.16% 80
2022
Q2 		$4.05M Sell
57,372
-2,672
-4% -$197K 0.17% 71
2022
Q1 		$4.62M Buy
60,044
+12,072
+25% +$965K 0.16% 77
2021
Q4 		$4.18M Buy
47,972
+41,851
+684% +$3.5M 0.14% 90
2021
Q3 		$504K Sell
6,121
-661
-10% -$58.1K 0.02% 395
2021
Q2 		$555K Buy
6,782
+2,522
+59% +$194K 0.02% 369
2021
Q1 		$292K Sell
4,260
-2,720
-39% -$178K 0.01% 546
2020
Q4 		$471K Hold
6,980
– – 0.02% 360
2020
Q3 		$436K Buy
6,980
+1,942
+39% +$119K 0.02% 340
2020
Q2 		$286K Buy
+5,038
New +$261K 0.01% 409

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

Diversified Trust's OTIS Position: Q2 2026 in Review

Diversified Trust increased its Otis Worldwide (OTIS) stake by 46% in Q2 2026, buying an estimated $323K and bringing the position to 13,650 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #512.

Diversified Trust first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.1M in Q2 2023. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Diversified Trust held 13,650 shares of Otis Worldwide worth $977K as of Q2 2026.
  • Diversified Trust bought 4,325 Otis Worldwide shares in Q2 2026, an estimated $323K.
  • Otis Worldwide made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #512 holding.
  • Diversified Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Diversified Trust's Otis Worldwide position peaked at $5.1M in Q2 2023.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.