First Horizon Corporation’s Otis Worldwide OTIS Stock Holding History

First Horizon Corporation’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	$53.8K	Sell	751 -9	-1%	-$672	﹤0.01%	671
2026 Q1	$58.6K	Buy	760 +33	+5%	+$2.89K	﹤0.01%	591
2025 Q4	$63.5K	Sell	727 -196	-21%	-$17.5K	﹤0.01%	612
2025 Q3	$84.4K	Buy	+923	New	+$83.8K	﹤0.01%	519
2021 Q2	$119K	Sell	1,461 -26	-2%	-$2K	0.01%	285
2021 Q1	$101K	Sell	1,487 -4	-0.3%	-$261	0.01%	303
2020 Q4	$100K	Buy	1,491 +188	+14%	+$12.2K	0.01%	292
2020 Q3	$81K	Buy	+1,303	New	+$79.7K	0.01%	299

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

First Horizon Corporation's OTIS Position: Q2 2026 in Review

First Horizon Corporation reduced its Otis Worldwide (OTIS) stake by 1.2% in Q2 2026, selling an estimated $672 and leaving 751 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

First Horizon Corporation first reported a position in OTIS in Q3 2020 and has held it in 8 quarters since. The position peaked at $119K in Q2 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

First Horizon Corporation held 751 shares of Otis Worldwide worth $53.8K as of Q2 2026.
First Horizon Corporation sold 9 Otis Worldwide shares in Q2 2026, an estimated $672.
Otis Worldwide made up ﹤0.01% of First Horizon Corporation's portfolio in Q2 2026, its #671 holding.
First Horizon Corporation first reported a position in Otis Worldwide in Q3 2020 and has held it in 8 quarters since.
First Horizon Corporation's Otis Worldwide position peaked at $119K in Q2 2021.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.