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Gateway Investment Advisers’s Otis Worldwide OTIS Stock Holding History

Gateway Investment Advisers’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 		$1.02M Buy
14,299
+1,677
+13% +$125K 0.01% 435
2026
Q1 		$973K Sell
12,622
-39,030
-76% -$3.41M 0.01% 346
2025
Q4 		$4.51M Buy
51,652
+1,347
+3% +$121K 0.04% 208
2025
Q3 		$4.6M Sell
50,305
-365
-0.7% -$33.1K 0.04% 206
2025
Q2 		$5.02M Sell
50,670
-2
-0% -$193 0.05% 195
2025
Q1 		$5.23M Buy
50,672
+221
+0.4% +$21.6K 0.06% 193
2024
Q4 		$4.67M Sell
50,451
-3,959
-7% -$397K 0.05% 195
2024
Q3 		$5.66M Sell
54,410
-129
-0.2% -$12.3K 0.06% 190
2024
Q2 		$5.25M Sell
54,539
-142
-0.3% -$13.7K 0.06% 192
2024
Q1 		$5.43M Sell
54,681
-12,635
-19% -$1.17M 0.06% 204
2023
Q4 		$6.02M Sell
67,316
-16,734
-20% -$1.39M 0.07% 195
2023
Q3 		$6.75M Sell
84,050
-6,856
-8% -$586K 0.08% 181
2023
Q2 		$8.09M Buy
90,906
+6,261
+7% +$527K 0.1% 169
2023
Q1 		$7.14M Buy
84,645
+35,325
+72% +$2.92M 0.09% 183
2022
Q4 		$3.86M Buy
49,320
+1,098
+2% +$81.1K 0.05% 243
2022
Q3 		$3.08M Sell
48,222
-188
-0.4% -$13.8K 0.04% 267
2022
Q2 		$3.42M Buy
48,410
+1,965
+4% +$145K 0.04% 267
2022
Q1 		$3.57M Sell
46,445
-23
-0% -$1.84K 0.04% 281
2021
Q4 		$4.05M Sell
46,468
-455
-1% -$38.1K 0.04% 255
2021
Q3 		$3.86M Buy
46,923
+866
+2% +$76.1K 0.04% 258
2021
Q2 		$3.77M Sell
46,057
-354
-0.8% -$27.2K 0.04% 264
2021
Q1 		$3.18M Buy
46,411
+187
+0.4% +$12.2K 0.03% 288
2020
Q4 		$3.12M Sell
46,224
-155
-0.3% -$10.1K 0.03% 283
2020
Q3 		$2.9M Sell
46,379
-158,543
-77% -$9.7M 0.03% 276
2020
Q2 		$11.7M Buy
+204,922
New +$10.6M 0.14% 140

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

Gateway Investment Advisers's OTIS Position: Q2 2026 in Review

Gateway Investment Advisers increased its Otis Worldwide (OTIS) stake by 13% in Q2 2026, buying an estimated $125K and bringing the position to 14,299 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #435.

Gateway Investment Advisers first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.7M in Q2 2020. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Gateway Investment Advisers held 14,299 shares of Otis Worldwide worth $1.02M as of Q2 2026.
  • Gateway Investment Advisers bought 1,677 Otis Worldwide shares in Q2 2026, an estimated $125K.
  • Otis Worldwide made up 0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #435 holding.
  • Gateway Investment Advisers first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Gateway Investment Advisers's Otis Worldwide position peaked at $11.7M in Q2 2020.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.