HIA
OTIS icon

Harbor Investment Advisory’s Otis Worldwide OTIS Stock Holding History

Harbor Investment Advisory’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 		$106K Hold
1,475
– – 0.01% 544
2026
Q1 		$114K Sell
1,475
-71
-5% -$6.21K 0.01% 491
2025
Q4 		$135K Sell
1,546
-82
-5% -$7.34K 0.01% 466
2025
Q3 		$149K Hold
1,628
– – 0.01% 434
2025
Q2 		$161K Hold
1,628
– – 0.01% 407
2025
Q1 		$168K Sell
1,628
-27
-2% -$2.64K 0.02% 390
2024
Q4 		$153K Hold
1,655
– – 0.01% 386
2024
Q3 		$172K Sell
1,655
-7
-0.4% -$667 0.02% 365
2024
Q2 		$160K Buy
1,662
+7
+0.4% +$675 0.02% 370
2024
Q1 		$164K Sell
1,655
-80
-5% -$7.39K 0.02% 371
2023
Q4 		$155K Buy
1,735
+82
+5% +$6.82K 0.02% 363
2023
Q3 		$133K Sell
1,653
-425
-20% -$36.3K 0.02% 363
2023
Q2 		$185K Sell
2,078
-253
-11% -$21.3K 0.03% 360
2023
Q1 		$197K Sell
2,331
-741
-24% -$61.3K 0.03% 350
2022
Q4 		$241K Hold
3,072
– – 0.04% 312
2022
Q3 		$196K Sell
3,072
-373
-11% -$27.3K 0.03% 332
2022
Q2 		$243K Sell
3,445
-198
-5% -$14.6K 0.04% 302
2022
Q1 		$280K Sell
3,643
-25
-0.7% -$2K 0.04% 304
2021
Q4 		$319K Buy
3,668
+358
+11% +$30K 0.04% 289
2021
Q3 		$272K Sell
3,310
-98
-3% -$8.62K 0.04% 305
2021
Q2 		$279K Sell
3,408
-56
-2% -$4.31K 0.04% 304
2021
Q1 		$237K Sell
3,464
-458
-12% -$29.9K 0.04% 310
2020
Q4 		$265K Sell
3,922
-42
-1% -$2.73K 0.04% 261
2020
Q3 		$247K Sell
3,964
-453
-10% -$27.7K 0.05% 242
2020
Q2 		$251K Buy
+4,417
New +$229K 0.05% 235

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

Harbor Investment Advisory's OTIS Position: Q2 2026 in Review

Harbor Investment Advisory held its Otis Worldwide (OTIS) position steady in Q2 2026 at 1,475 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #544.

Harbor Investment Advisory first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $319K in Q4 2021. 315 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Harbor Investment Advisory held 1,475 shares of Otis Worldwide worth $106K as of Q2 2026.
  • Harbor Investment Advisory left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #544 holding.
  • Harbor Investment Advisory first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Harbor Investment Advisory's Otis Worldwide position peaked at $319K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.