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Foyston, Gordon, & Payne’s Otis Worldwide OTIS Stock Holding History

Foyston, Gordon, & Payne’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 		$13.1M Buy
183,616
+48,296
+36% +$3.61M 2.81% 10
2026
Q1 		$10.4M Buy
135,320
+14,331
+12% +$1.25M 2.41% 14
2025
Q4 		$10.6M Buy
120,989
+13,946
+13% +$1.25M 2.3% 18
2025
Q3 		$9.79M Buy
107,043
+50,217
+88% +$4.56M 2.14% 17
2025
Q2 		$5.63M Buy
56,826
+472
+0.8% +$45.6K 1.28% 27
2025
Q1 		$5.82M Buy
56,354
+260
+0.5% +$25.4K 1.44% 25
2024
Q4 		$5.19M Buy
56,094
+156
+0.3% +$15.6K 1.38% 27
2024
Q3 		$5.81M Buy
55,938
+744
+1% +$70.9K 1.45% 26
2024
Q2 		$5.31M Sell
55,194
-623
-1% -$60K 1.31% 31
2024
Q1 		$5.54M Sell
55,817
-945
-2% -$87.3K 1.33% 31
2023
Q4 		$5.08M Buy
56,762
+939
+2% +$78.1K 1.28% 33
2023
Q3 		$4.48M Buy
55,823
+14
+0% +$1.2K 1.22% 32
2023
Q2 		$4.97M Sell
55,809
-758
-1% -$63.9K 1.3% 31
2023
Q1 		$4.77M Sell
56,567
-1,059
-2% -$87.6K 1.28% 34
2022
Q4 		$4.51M Buy
57,626
+338
+0.6% +$25K 1.25% 38
2022
Q3 		$3.65M Sell
57,288
-643
-1% -$47K 1% 37
2022
Q2 		$4.09M Sell
57,931
-1,540
-3% -$113K 1.18% 32
2022
Q1 		$4.58M Sell
59,471
-7,789
-12% -$623K 1.12% 34
2021
Q4 		$5.86M Sell
67,260
-19,731
-23% -$1.65M 1.37% 27
2021
Q3 		$7.16M Sell
86,991
-4,586
-5% -$403K 1.79% 21
2021
Q2 		$7.49M Sell
91,577
-33,455
-27% -$2.57M 1.78% 20
2021
Q1 		$8.56M Sell
125,032
-23,982
-16% -$1.57M 2.02% 16
2020
Q4 		$10.1M Sell
149,014
-11,570
-7% -$751K 2.43% 12
2020
Q3 		$10M Sell
160,584
-42,205
-21% -$2.58M 2.59% 11
2020
Q2 		$11.5M Buy
+202,789
New +$10.5M 2.83% 10

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Foyston, Gordon, & Payne's OTIS Position: Q2 2026 in Review

Foyston, Gordon, & Payne increased its Otis Worldwide (OTIS) stake by 36% in Q2 2026, buying an estimated $3.61M and bringing the position to 183,616 shares worth $13.1M. The position accounts for 2.81% of the portfolio, ranked #10.

Foyston, Gordon, & Payne first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Foyston, Gordon, & Payne held 183,616 shares of Otis Worldwide worth $13.1M as of Q2 2026.
  • Foyston, Gordon, & Payne bought 48,296 Otis Worldwide shares in Q2 2026, an estimated $3.61M.
  • Otis Worldwide made up 2.81% of Foyston, Gordon, & Payne's portfolio in Q2 2026, its #10 holding.
  • Foyston, Gordon, & Payne first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Foyston, Gordon, & Payne's 13F filing for Q2 2026, filed 12 Aug 2026.