DIP
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DT Investment Partners’s Otis Worldwide OTIS Stock Holding History

DT Investment Partners’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 		$215 Sell
3
-224
-99% -$16.7K ﹤0.01% 506
2026
Q1 		$17.5K Hold
227
– – ﹤0.01% 338
2025
Q4 		$19.8K Hold
227
– – ﹤0.01% 337
2025
Q3 		$20.8K Hold
227
– – ﹤0.01% 324
2025
Q2 		$22.5K Hold
227
– – ﹤0.01% 307
2025
Q1 		$23.4K Hold
227
– – ﹤0.01% 300
2024
Q4 		$21K Hold
227
– – ﹤0.01% 315
2024
Q3 		$23.6K Hold
227
– – ﹤0.01% 329
2024
Q2 		$21.9K Hold
227
– – ﹤0.01% 302
2024
Q1 		$22.5K Hold
227
– – ﹤0.01% 279
2023
Q4 		$20.4K Hold
227
– – ﹤0.01% 278
2023
Q3 		$18.2K Hold
227
– – ﹤0.01% 266
2023
Q2 		$20.5K Hold
227
– – ﹤0.01% 266
2023
Q1 		$19.5K Hold
227
– – ﹤0.01% 270
2022
Q4 		$17.8K Hold
227
– – ﹤0.01% 276
2022
Q3 		$14K Buy
+227
New +$16.6K ﹤0.01% 277

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

DT Investment Partners's OTIS Position: Q2 2026 in Review

DT Investment Partners reduced its Otis Worldwide (OTIS) stake by 99% in Q2 2026, selling an estimated $16.7K and leaving 3 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #506.

DT Investment Partners first reported a position in OTIS in Q3 2022 and has held it in 16 quarters since. The position peaked at $23.6K in Q3 2024. 319 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • DT Investment Partners held 3 shares of Otis Worldwide worth $215 as of Q2 2026.
  • DT Investment Partners sold 224 Otis Worldwide shares in Q2 2026, an estimated $16.7K.
  • Otis Worldwide made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #506 holding.
  • DT Investment Partners first reported a position in Otis Worldwide in Q3 2022 and has held it in 16 quarters since.
  • DT Investment Partners's Otis Worldwide position peaked at $23.6K in Q3 2024.
  • 319 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.