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Ferguson Wellman Capital Management’s Otis Worldwide OTIS Stock Holding History

Ferguson Wellman 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 		$200K Sell
2,797
-367
-12% -$27.4K ﹤0.01% 434
2026
Q1 		$244K Hold
3,164
– – ﹤0.01% 373
2025
Q4 		$276K Sell
3,164
-771
-20% -$69K ﹤0.01% 312
2025
Q3 		$360K Sell
3,935
-233
-6% -$21.2K 0.01% 285
2025
Q2 		$413K Sell
4,168
-742
-15% -$71.6K 0.01% 264
2025
Q1 		$507K Buy
4,910
+640
+15% +$62.5K 0.01% 240
2024
Q4 		$395K Sell
4,270
-817
-16% -$81.9K 0.01% 270
2024
Q3 		$529K Sell
5,087
-60
-1% -$5.72K 0.01% 240
2024
Q2 		$495K Sell
5,147
-8,117
-61% -$782K 0.01% 244
2024
Q1 		$1.32M Sell
13,264
-1,524
-10% -$141K 0.03% 169
2023
Q4 		$1.32M Sell
14,788
-441
-3% -$36.7K 0.03% 168
2023
Q3 		$1.22M Sell
15,229
-527
-3% -$45.1K 0.03% 162
2023
Q2 		$1.4M Sell
15,756
-626
-4% -$52.7K 0.03% 163
2023
Q1 		$1.38M Sell
16,382
-28
-0.2% -$2.32K 0.03% 160
2022
Q4 		$1.28M Buy
16,410
+358
+2% +$26.4K 0.03% 172
2022
Q3 		$1.02M Sell
16,052
-139
-0.9% -$10.2K 0.04% 157
2022
Q2 		$1.14M Sell
16,191
-1,335
-8% -$98.3K 0.04% 159
2022
Q1 		$1.35M Sell
17,526
-806
-4% -$64.4K 0.04% 163
2021
Q4 		$1.6M Sell
18,332
-2,802
-13% -$235K 0.05% 150
2021
Q3 		$1.74M Sell
21,134
-375
-2% -$33K 0.06% 144
2021
Q2 		$1.76M Buy
21,509
+962
+5% +$74K 0.06% 139
2021
Q1 		$1.41M Sell
20,547
-338
-2% -$22.1K 0.05% 149
2020
Q4 		$1.41M Sell
20,885
-307
-1% -$19.9K 0.03% 199
2020
Q3 		$1.32M Buy
21,192
+2,282
+12% +$140K 0.04% 188
2020
Q2 		$1.07M Buy
+18,910
New +$980K 0.03% 198

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

Ferguson Wellman Capital Management's OTIS Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Otis Worldwide (OTIS) stake by 12% in Q2 2026, selling an estimated $27.4K and leaving 2,797 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Ferguson Wellman Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.76M in Q2 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ferguson Wellman Capital Management held 2,797 shares of Otis Worldwide worth $200K as of Q2 2026.
  • Ferguson Wellman Capital Management sold 367 Otis Worldwide shares in Q2 2026, an estimated $27.4K.
  • Otis Worldwide made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #434 holding.
  • Ferguson Wellman Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Ferguson Wellman Capital Management's Otis Worldwide position peaked at $1.76M in Q2 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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