ECM
OTIS icon

Evergreen Capital Management’s Otis Worldwide OTIS Stock Holding History

Evergreen 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 		$4.96M Buy
69,267
+5,443
+9% +$407K 0.09% 208
2026
Q1 		$4.92M Sell
63,824
-1,057
-2% -$92.5K 0.11% 196
2025
Q4 		$5.67M Buy
64,881
+6,092
+10% +$545K 0.13% 169
2025
Q3 		$5.38M Buy
58,789
+56,122
+2,104% +$5.09M 0.13% 168
2025
Q2 		$264K Buy
2,667
+159
+6% +$15.3K 0.01% 865
2025
Q1 		$259K Buy
+2,508
New +$245K 0.01% 842

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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

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

Evergreen Capital Management increased its Otis Worldwide (OTIS) stake by 8.5% in Q2 2026, buying an estimated $407K and bringing the position to 69,267 shares worth $4.96M. The position accounts for 0.09% of the portfolio, ranked #208.

Evergreen Capital Management first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.67M in Q4 2025. 388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Evergreen Capital Management held 69,267 shares of Otis Worldwide worth $4.96M as of Q2 2026.
  • Evergreen Capital Management bought 5,443 Otis Worldwide shares in Q2 2026, an estimated $407K.
  • Otis Worldwide made up 0.09% of Evergreen Capital Management's portfolio in Q2 2026, its #208 holding.
  • Evergreen Capital Management first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Evergreen Capital Management's Otis Worldwide position peaked at $5.67M in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.