GC
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Grimes & Company’s Otis Worldwide OTIS Stock Holding History

Grimes & Company’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 		$356K Buy
4,971
+32
+0.6% +$2.39K 0.01% 360
2026
Q1 		$381K Buy
4,939
+13
+0.3% +$1.14K 0.01% 331
2025
Q4 		$430K Buy
4,926
+23
+0.5% +$2.06K 0.01% 329
2025
Q3 		$448K Sell
4,903
-83
-2% -$7.53K 0.01% 323
2025
Q2 		$494K Sell
4,986
-7
-0.1% -$676 0.01% 268
2025
Q1 		$515K Buy
4,993
+369
+8% +$36K 0.02% 236
2024
Q4 		$428K Sell
4,624
-1,009
-18% -$101K 0.01% 268
2024
Q3 		$585K Buy
5,633
+413
+8% +$39.3K 0.02% 220
2024
Q2 		$502K Sell
5,220
-105
-2% -$10.1K 0.02% 218
2024
Q1 		$529K Buy
5,325
+183
+4% +$16.9K 0.02% 224
2023
Q4 		$460K Sell
5,142
-107
-2% -$8.9K 0.02% 227
2023
Q3 		$422K Buy
5,249
+23
+0.4% +$1.97K 0.02% 216
2023
Q2 		$465K Buy
5,226
+2
+0% +$168 0.02% 212
2023
Q1 		$441K Buy
5,224
+2
+0% +$165 0.02% 212
2022
Q4 		$409K Sell
5,222
-48
-0.9% -$3.54K 0.02% 221
2022
Q3 		$336K Sell
5,270
-13
-0.2% -$951 0.02% 212
2022
Q2 		$373K Buy
5,283
+18
+0.3% +$1.33K 0.02% 210
2022
Q1 		$405K Sell
5,265
-840
-14% -$67.1K 0.02% 215
2021
Q4 		$532K Buy
6,105
+14
+0.2% +$1.17K 0.02% 198
2021
Q3 		$501K Buy
6,091
+2
+0% +$176 0.02% 199
2021
Q2 		$498K Sell
6,089
-91
-1% -$7K 0.02% 198
2021
Q1 		$423K Buy
6,180
+24
+0.4% +$1.57K 0.02% 200
2020
Q4 		$416K Sell
6,156
-193
-3% -$12.5K 0.02% 196
2020
Q3 		$396K Buy
6,349
+568
+10% +$34.7K 0.03% 189
2020
Q2 		$329K Buy
+5,781
New +$300K 0.02% 195

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

Grimes & Company's OTIS Position: Q2 2026 in Review

Grimes & Company increased its Otis Worldwide (OTIS) stake by 0.65% in Q2 2026, buying an estimated $2.39K and bringing the position to 4,971 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #360.

Grimes & Company first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $585K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Grimes & Company held 4,971 shares of Otis Worldwide worth $356K as of Q2 2026.
  • Grimes & Company bought 32 Otis Worldwide shares in Q2 2026, an estimated $2.39K.
  • Otis Worldwide made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #360 holding.
  • Grimes & Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Grimes & Company's Otis Worldwide position peaked at $585K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.