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Fourpath Capital Management’s Otis Worldwide OTIS Stock Holding History

Fourpath 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 		$247K Buy
3,450
+571
+20% +$42.7K 0.03% 206
2026
Q1 		$222K Buy
2,879
+74
+3% +$6.47K 0.03% 203
2025
Q4 		$245K Hold
2,805
– – 0.03% 205
2025
Q3 		$256K Sell
2,805
-48
-2% -$4.36K 0.04% 195
2025
Q2 		$283K Hold
2,853
– – 0.04% 193
2025
Q1 		$294K Hold
2,853
– – 0.05% 184
2024
Q4 		$264K Hold
2,853
– – 0.05% 187
2024
Q3 		$297K Buy
+2,853
New +$272K 0.05% 181

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

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

Fourpath Capital Management increased its Otis Worldwide (OTIS) stake by 20% in Q2 2026, buying an estimated $42.7K and bringing the position to 3,450 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #206.

Fourpath Capital Management first reported a position in OTIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $297K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fourpath Capital Management held 3,450 shares of Otis Worldwide worth $247K as of Q2 2026.
  • Fourpath Capital Management bought 571 Otis Worldwide shares in Q2 2026, an estimated $42.7K.
  • Otis Worldwide made up 0.03% of Fourpath Capital Management's portfolio in Q2 2026, its #206 holding.
  • Fourpath Capital Management first reported a position in Otis Worldwide in Q3 2024 and has held it in 8 quarters since.
  • Fourpath Capital Management's Otis Worldwide position peaked at $297K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fourpath Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.