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Greenleaf Trust’s Otis Worldwide OTIS Stock Holding History

Greenleaf Trust’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 		$647K Sell
9,038
-350
-4% -$26.1K 0.01% 451
2026
Q1 		$724K Buy
9,388
+1,421
+18% +$124K 0.01% 409
2025
Q4 		$696K Sell
7,967
-875
-10% -$78.3K 0.01% 422
2025
Q3 		$808K Sell
8,842
-83
-0.9% -$7.53K 0.01% 383
2025
Q2 		$884K Sell
8,925
-2,904
-25% -$280K 0.01% 347
2025
Q1 		$1.22M Buy
11,829
+1,348
+13% +$132K 0.01% 278
2024
Q4 		$971K Buy
10,481
+333
+3% +$33.4K 0.01% 331
2024
Q3 		$1.05M Sell
10,148
-326
-3% -$31.1K 0.01% 320
2024
Q2 		$1.01M Buy
10,474
+594
+6% +$57.2K 0.01% 298
2024
Q1 		$981K Buy
9,880
+415
+4% +$38.4K 0.01% 305
2023
Q4 		$847K Buy
9,465
+433
+5% +$36K 0.01% 320
2023
Q3 		$725K Sell
9,032
-54
-0.6% -$4.62K 0.01% 333
2023
Q2 		$809K Sell
9,086
-243
-3% -$20.5K 0.01% 326
2023
Q1 		$787K Buy
9,329
+546
+6% +$45.2K 0.01% 329
2022
Q4 		$688K Sell
8,783
-26,780
-75% -$1.98M 0.01% 356
2022
Q3 		$2.27M Buy
35,563
+29,166
+456% +$2.13M 0.03% 133
2022
Q2 		$452K Buy
6,397
+1,232
+24% +$90.7K 0.01% 434
2022
Q1 		$397K Buy
5,165
+8
+0.2% +$639 ﹤0.01% 491
2021
Q4 		$449K Buy
5,157
+316
+7% +$26.5K 0.01% 450
2021
Q3 		$398K Buy
4,841
+266
+6% +$23.4K ﹤0.01% 476
2021
Q2 		$374K Buy
4,575
+278
+6% +$21.4K ﹤0.01% 492
2021
Q1 		$294K Buy
4,297
+1,289
+43% +$84.3K ﹤0.01% 555
2020
Q4 		$203K Buy
+3,008
New +$195K ﹤0.01% 599

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
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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Greenleaf Trust's OTIS Position: Q2 2026 in Review

Greenleaf Trust reduced its Otis Worldwide (OTIS) stake by 3.7% in Q2 2026, selling an estimated $26.1K and leaving 9,038 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #451.

Greenleaf Trust first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.27M in Q3 2022. 227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Greenleaf Trust held 9,038 shares of Otis Worldwide worth $647K as of Q2 2026.
  • Greenleaf Trust sold 350 Otis Worldwide shares in Q2 2026, an estimated $26.1K.
  • Otis Worldwide made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #451 holding.
  • Greenleaf Trust first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • Greenleaf Trust's Otis Worldwide position peaked at $2.27M in Q3 2022.
  • 227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.