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GHP Investment Advisors’s Otis Worldwide OTIS Stock Holding History

GHP Investment Advisors’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 		$127K Sell
1,780
-189
-10% -$14.1K ﹤0.01% 438
2026
Q1 		$152K Sell
1,969
-114
-5% -$9.97K 0.01% 418
2025
Q4 		$182K Sell
2,083
-84
-4% -$7.51K 0.01% 398
2025
Q3 		$198K Sell
2,167
-333
-13% -$30.2K 0.01% 386
2025
Q2 		$248K Sell
2,500
-109
-4% -$10.5K 0.01% 358
2025
Q1 		$269K Buy
2,609
+12
+0.5% +$1.17K 0.01% 344
2024
Q4 		$241K Sell
2,597
-146
-5% -$14.6K 0.01% 364
2024
Q3 		$285K Sell
2,743
-117
-4% -$11.1K 0.01% 345
2024
Q2 		$275K Sell
2,860
-675
-19% -$65.1K 0.01% 343
2024
Q1 		$351K Sell
3,535
-305
-8% -$28.2K 0.02% 327
2023
Q4 		$344K Sell
3,840
-312
-8% -$25.9K 0.02% 334
2023
Q3 		$332K Sell
4,152
-692
-14% -$59.2K 0.02% 329
2023
Q2 		$423K Sell
4,844
-699
-13% -$58.9K 0.02% 316
2023
Q1 		$468K Sell
5,543
-105
-2% -$8.69K 0.03% 304
2022
Q4 		$442K Sell
5,648
-358
-6% -$26.4K 0.03% 309
2022
Q3 		$383K Sell
6,006
-1,407
-19% -$103K 0.03% 306
2022
Q2 		$524K Sell
7,413
-636
-8% -$46.8K 0.04% 285
2022
Q1 		$619K Buy
+8,049
New +$643K 0.04% 279

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

GHP Investment Advisors's OTIS Position: Q2 2026 in Review

GHP Investment Advisors reduced its Otis Worldwide (OTIS) stake by 9.6% in Q2 2026, selling an estimated $14.1K and leaving 1,780 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

GHP Investment Advisors first reported a position in OTIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $619K in Q1 2022. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • GHP Investment Advisors held 1,780 shares of Otis Worldwide worth $127K as of Q2 2026.
  • GHP Investment Advisors sold 189 Otis Worldwide shares in Q2 2026, an estimated $14.1K.
  • Otis Worldwide made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #438 holding.
  • GHP Investment Advisors first reported a position in Otis Worldwide in Q1 2022 and has held it in 18 quarters since.
  • GHP Investment Advisors's Otis Worldwide position peaked at $619K in Q1 2022.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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