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Grove Bank & Trust’s Otis Worldwide OTIS Stock Holding History

Grove Bank & 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 		$64.7K Hold
903
– – 0.01% 403
2026
Q1 		$69.6K Sell
903
-55
-6% -$4.81K 0.01% 386
2025
Q4 		$83.7K Hold
958
– – 0.01% 357
2025
Q3 		$87.6K Hold
958
– – 0.01% 351
2025
Q2 		$94.9K Hold
958
– – 0.01% 343
2025
Q1 		$98.9K Sell
958
-959
-50% -$93.7K 0.01% 322
2024
Q4 		$178K Buy
1,917
+39
+2% +$3.91K 0.02% 230
2024
Q3 		$195K Buy
1,878
+35
+2% +$3.33K 0.03% 223
2024
Q2 		$177K Hold
1,843
– – 0.03% 233
2024
Q1 		$183K Hold
1,843
– – 0.03% 238
2023
Q4 		$165K Sell
1,843
-230
-11% -$19.1K 0.03% 235
2023
Q3 		$166K Hold
2,073
– – 0.03% 232
2023
Q2 		$185K Hold
2,073
– – 0.04% 223
2023
Q1 		$175K Hold
2,073
– – 0.04% 224
2022
Q4 		$162K Buy
+2,073
New +$153K 0.04% 227
2022
Q1 		– Sell
-2,335
Closed -$204K – 239
2021
Q4 		$204K Buy
+2,335
New +$195K 0.04% 232

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

Grove Bank & Trust's OTIS Position: Q2 2026 in Review

Grove Bank & Trust held its Otis Worldwide (OTIS) position steady in Q2 2026 at 903 shares worth $64.7K. The position accounts for 0.01% of the portfolio, ranked #403.

Grove Bank & Trust first reported a position in OTIS in Q4 2021 and has held it in 16 quarters since. The position peaked at $204K in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Grove Bank & Trust held 903 shares of Otis Worldwide worth $64.7K as of Q2 2026.
  • Grove Bank & Trust left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #403 holding.
  • Grove Bank & Trust first reported a position in Otis Worldwide in Q4 2021 and has held it in 16 quarters since.
  • Grove Bank & Trust's Otis Worldwide position peaked at $204K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.