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Fruth Investment Management’s Otis Worldwide OTIS Stock Holding History

Fruth Investment 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 		$229K Sell
3,200
-150
-4% -$11.2K 0.05% 200
2026
Q1 		$258K Sell
3,350
-53
-2% -$4.64K 0.06% 188
2025
Q4 		$297K Hold
3,403
– – 0.08% 177
2025
Q3 		$311K Hold
3,403
– – 0.08% 169
2025
Q2 		$336K Hold
3,403
– – 0.09% 158
2025
Q1 		$351K Hold
3,403
– – 0.1% 160
2024
Q4 		$315K Hold
3,403
– – 0.09% 169
2024
Q3 		$353K Sell
3,403
-150
-4% -$14.3K 0.09% 165
2024
Q2 		$342K Hold
3,553
– – 0.09% 166
2024
Q1 		$352K Hold
3,553
– – 0.09% 166
2023
Q4 		$317K Sell
3,553
-25
-0.7% -$2.08K 0.09% 171
2023
Q3 		$287K Sell
3,578
-50
-1% -$4.28K 0.09% 176
2023
Q2 		$322K Hold
3,628
– – 0.09% 172
2023
Q1 		$306K Hold
3,628
– – 0.09% 177
2022
Q4 		$284K Hold
3,628
– – 0.08% 186
2022
Q3 		$231K Hold
3,628
– – 0.08% 191
2022
Q2 		$282K Hold
3,628
– – 0.08% 198
2022
Q1 		$279K Buy
3,628
+88
+2% +$7.03K 0.08% 197
2021
Q4 		$308K Hold
3,540
– – 0.08% 187
2021
Q3 		$291K Hold
3,540
– – 0.09% 187
2021
Q2 		$289K Hold
3,540
– – 0.09% 183
2021
Q1 		$242K Sell
3,540
-37
-1% -$2.42K 0.08% 192
2020
Q4 		$241K Sell
3,577
-100
-3% -$6.49K 0.08% 175
2020
Q3 		$229K Hold
3,677
– – 0.09% 157
2020
Q2 		$209K Buy
+3,677
New +$191K 0.09% 164

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

Fruth Investment Management's OTIS Position: Q2 2026 in Review

Fruth Investment Management reduced its Otis Worldwide (OTIS) stake by 4.5% in Q2 2026, selling an estimated $11.2K and leaving 3,200 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #200.

Fruth Investment Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $353K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fruth Investment Management held 3,200 shares of Otis Worldwide worth $229K as of Q2 2026.
  • Fruth Investment Management sold 150 Otis Worldwide shares in Q2 2026, an estimated $11.2K.
  • Otis Worldwide made up 0.05% of Fruth Investment Management's portfolio in Q2 2026, its #200 holding.
  • Fruth Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Fruth Investment Management's Otis Worldwide position peaked at $353K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fruth Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.