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Folger Nolan Fleming Douglas Capital Management’s Otis Worldwide OTIS Stock Holding History

Folger Nolan Fleming Douglas 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 		$480K Sell
6,706
-330
-5% -$24.6K 0.04% 125
2026
Q1 		$542K Buy
7,036
+2,048
+41% +$179K 0.05% 117
2025
Q4 		$436K Sell
4,988
-140
-3% -$12.5K 0.04% 117
2025
Q3 		$469K Sell
5,128
-116
-2% -$10.5K 0.05% 116
2025
Q2 		$519K Sell
5,244
-619
-11% -$59.8K 0.06% 105
2025
Q1 		$605K Hold
5,863
– – 0.07% 102
2024
Q4 		$543K Sell
5,863
-172
-3% -$17.2K 0.06% 108
2024
Q3 		$627K Sell
6,035
-472
-7% -$45K 0.06% 105
2024
Q2 		$626K Sell
6,507
-32
-0.5% -$3.08K 0.06% 104
2024
Q1 		$649K Hold
6,539
– – 0.07% 105
2023
Q4 		$585K Sell
6,539
-450
-6% -$37.4K 0.06% 107
2023
Q3 		$561K Sell
6,989
-332
-5% -$28.4K 0.07% 104
2023
Q2 		$652K Sell
7,321
-160
-2% -$13.5K 0.07% 103
2023
Q1 		$631K Sell
7,481
-300
-4% -$24.8K 0.07% 104
2022
Q4 		$609K Hold
7,781
– – 0.07% 108
2022
Q3 		$496K Hold
7,781
– – 0.07% 109
2022
Q2 		$550K Sell
7,781
-246
-3% -$18.1K 0.07% 108
2022
Q1 		$618K Sell
8,027
-55
-0.7% -$4.4K 0.07% 110
2021
Q4 		$704K Sell
8,082
-600
-7% -$50.2K 0.08% 108
2021
Q3 		$714K Sell
8,682
-180
-2% -$15.8K 0.09% 105
2021
Q2 		$725K Sell
8,862
-513
-5% -$39.5K 0.08% 102
2021
Q1 		$642K Sell
9,375
-594
-6% -$38.8K 0.08% 107
2020
Q4 		$673K Sell
9,969
-590
-6% -$38.3K 0.09% 102
2020
Q3 		$659K Sell
10,559
-1,021
-9% -$62.4K 0.1% 96
2020
Q2 		$658K Buy
+11,580
New +$600K 0.11% 95

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

Folger Nolan Fleming Douglas Capital Management's OTIS Position: Q2 2026 in Review

Folger Nolan Fleming Douglas Capital Management reduced its Otis Worldwide (OTIS) stake by 4.7% in Q2 2026, selling an estimated $24.6K and leaving 6,706 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #125.

Folger Nolan Fleming Douglas Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $725K in Q2 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Folger Nolan Fleming Douglas Capital Management held 6,706 shares of Otis Worldwide worth $480K as of Q2 2026.
  • Folger Nolan Fleming Douglas Capital Management sold 330 Otis Worldwide shares in Q2 2026, an estimated $24.6K.
  • Otis Worldwide made up 0.04% of Folger Nolan Fleming Douglas Capital Management's portfolio in Q2 2026, its #125 holding.
  • Folger Nolan Fleming Douglas Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Folger Nolan Fleming Douglas Capital Management's Otis Worldwide position peaked at $725K in Q2 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Folger Nolan Fleming Douglas Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.