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Flagship Harbor Advisors’s Otis Worldwide OTIS Stock Holding History

Flagship Harbor Advisors’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 		$220K Sell
3,068
-181
-6% -$13.5K 0.01% 711
2026
Q1 		$250K Buy
3,249
+216
+7% +$18.9K 0.01% 649
2025
Q4 		$265K Buy
3,033
+306
+11% +$27.4K 0.01% 597
2025
Q3 		$249K Sell
2,727
-118
-4% -$10.7K 0.01% 696
2025
Q2 		$282K Sell
2,845
-129
-4% -$12.5K 0.01% 622
2025
Q1 		$307K Sell
2,974
-211
-7% -$20.6K 0.02% 570
2024
Q4 		$295K Sell
3,185
-182
-5% -$18.3K 0.02% 584
2024
Q3 		$350K Buy
3,367
+103
+3% +$9.81K 0.02% 506
2024
Q2 		$314K Sell
3,264
-48
-1% -$4.63K 0.02% 529
2024
Q1 		$329K Sell
3,312
-142
-4% -$13.1K 0.02% 497
2023
Q4 		$309K Sell
3,454
-14
-0.4% -$1.16K 0.02% 486
2023
Q3 		$279K Sell
3,468
-152
-4% -$13K 0.02% 487
2023
Q2 		$322K Sell
3,620
-669
-16% -$56.4K 0.03% 455
2023
Q1 		$362K Sell
4,289
-195
-4% -$16.1K 0.03% 431
2022
Q4 		$351K Sell
4,484
-118
-3% -$8.71K 0.04% 419
2022
Q3 		$294K Sell
4,602
-267
-5% -$19.5K 0.03% 447
2022
Q2 		$344K Sell
4,869
-2,039
-30% -$150K 0.04% 416
2022
Q1 		$532K Sell
6,908
-1,036
-13% -$82.8K 0.05% 340
2021
Q4 		$692K Buy
7,944
+1,990
+33% +$167K 0.07% 295
2021
Q3 		$487K Hold
5,954
– – 0.05% 356
2021
Q2 		$487K Buy
5,954
+425
+8% +$32.7K 0.05% 357
2021
Q1 		$378K Sell
5,529
-147
-3% -$9.61K 0.04% 413
2020
Q4 		$383K Buy
5,676
+143
+3% +$9.28K 0.05% 365
2020
Q3 		$345K Buy
5,533
+470
+9% +$28.7K 0.05% 326
2020
Q2 		$287K Buy
+5,063
New +$262K 0.04% 366

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

Flagship Harbor Advisors's OTIS Position: Q2 2026 in Review

Flagship Harbor Advisors reduced its Otis Worldwide (OTIS) stake by 5.6% in Q2 2026, selling an estimated $13.5K and leaving 3,068 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #711.

Flagship Harbor Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $692K in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Flagship Harbor Advisors held 3,068 shares of Otis Worldwide worth $220K as of Q2 2026.
  • Flagship Harbor Advisors sold 181 Otis Worldwide shares in Q2 2026, an estimated $13.5K.
  • Otis Worldwide made up 0.01% of Flagship Harbor Advisors's portfolio in Q2 2026, its #711 holding.
  • Flagship Harbor Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Flagship Harbor Advisors's Otis Worldwide position peaked at $692K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.