GIM
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Goelzer Investment Management’s Otis Worldwide OTIS Stock Holding History

Goelzer 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 		$1.07M Sell
14,944
-207
-1% -$15.5K 0.05% 174
2026
Q1 		$1.17M Hold
15,151
– – 0.06% 162
2025
Q4 		$1.32M Buy
15,151
+2,156
+17% +$193K 0.06% 145
2025
Q3 		$1.19M Hold
12,995
– – 0.06% 145
2025
Q2 		$1.29M Hold
12,995
– – 0.07% 142
2025
Q1 		$1.34M Hold
12,995
– – 0.08% 138
2024
Q4 		$1.2M Hold
12,995
– – 0.07% 137
2024
Q3 		$1.35M Sell
12,995
-53
-0.4% -$5.05K 0.07% 134
2024
Q2 		$1.26M Sell
13,048
-535
-4% -$51.6K 0.07% 134
2024
Q1 		$1.35M Sell
13,583
-55
-0.4% -$5.08K 0.08% 135
2023
Q4 		$1.22M Hold
13,638
– – 0.08% 135
2023
Q3 		$1.1M Sell
13,638
-134
-1% -$11.5K 0.08% 134
2023
Q2 		$1.23M Hold
13,772
– – 0.1% 134
2023
Q1 		$1.16M Buy
13,772
+66
+0.5% +$5.46K 0.1% 139
2022
Q4 		$1.07M Hold
13,706
– – 0.09% 146
2022
Q3 		$874K Buy
13,706
+614
+5% +$44.9K 0.09% 149
2022
Q2 		$925K Buy
13,092
+9,942
+316% +$732K 0.09% 155
2022
Q1 		$242K Sell
3,150
-58
-2% -$4.63K 0.02% 207
2021
Q4 		$279K Buy
3,208
+58
+2% +$4.86K 0.02% 208
2021
Q3 		$259K Sell
3,150
-460
-13% -$40.4K 0.02% 204
2021
Q2 		$295K Hold
3,610
– – 0.02% 200
2021
Q1 		$247K Hold
3,610
– – 0.02% 192
2020
Q4 		$244K Sell
3,610
-5,670
-61% -$368K 0.02% 192
2020
Q3 		$579K Hold
9,280
– – 0.05% 186
2020
Q2 		$528K Buy
+9,280
New +$481K 0.05% 183

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

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

Goelzer Investment Management reduced its Otis Worldwide (OTIS) stake by 1.4% in Q2 2026, selling an estimated $15.5K and leaving 14,944 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #174.

Goelzer Investment Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.35M in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Goelzer Investment Management held 14,944 shares of Otis Worldwide worth $1.07M as of Q2 2026.
  • Goelzer Investment Management sold 207 Otis Worldwide shares in Q2 2026, an estimated $15.5K.
  • Otis Worldwide made up 0.05% of Goelzer Investment Management's portfolio in Q2 2026, its #174 holding.
  • Goelzer Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Goelzer Investment Management's Otis Worldwide position peaked at $1.35M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.