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Hartford Investment Management Co (HIMCO)’s Otis Worldwide OTIS Stock Holding History

Hartford Investment Management Co (HIMCO)’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 		$1.51M Sell
21,127
-936
-4% -$69.9K 0.04% 317
2026
Q1 		$1.7M Sell
22,063
-458
-2% -$40.1K 0.05% 286
2025
Q4 		$1.97M Sell
22,521
-467
-2% -$41.8K 0.06% 264
2025
Q3 		$2.1M Sell
22,988
-883
-4% -$80.2K 0.06% 252
2025
Q2 		$2.36M Sell
23,871
-351
-1% -$33.9K 0.08% 231
2025
Q1 		$2.5M Sell
24,222
-433
-2% -$42.3K 0.09% 219
2024
Q4 		$2.28M Sell
24,655
-479
-2% -$48K 0.07% 234
2024
Q3 		$2.61M Sell
25,134
-703
-3% -$67K 0.09% 213
2024
Q2 		$2.49M Sell
25,837
-295
-1% -$28.4K 0.09% 209
2024
Q1 		$2.59M Sell
26,132
-1,439
-5% -$133K 0.09% 221
2023
Q4 		$2.47M Sell
27,571
-465
-2% -$38.7K 0.09% 223
2023
Q3 		$2.25M Sell
28,036
-941
-3% -$80.5K 0.09% 229
2023
Q2 		$2.58M Sell
28,977
-6,001
-17% -$506K 0.1% 218
2023
Q1 		$2.95M Buy
34,978
+4,432
+15% +$367K 0.1% 217
2022
Q4 		$2.39M Sell
30,546
-16,738
-35% -$1.24M 0.07% 247
2022
Q3 		$3.02M Buy
47,284
+977
+2% +$71.5K 0.1% 220
2022
Q2 		$3.27M Buy
46,307
+431
+0.9% +$31.7K 0.1% 211
2022
Q1 		$3.53M Buy
45,876
+2,780
+6% +$222K 0.09% 226
2021
Q4 		$3.75M Buy
43,096
+3,126
+8% +$262K 0.09% 238
2021
Q3 		$3.29M Sell
39,970
-2,519
-6% -$222K 0.09% 231
2021
Q2 		$3.47M Sell
42,489
-2,095
-5% -$161K 0.09% 234
2021
Q1 		$3.05M Sell
44,584
-2,019
-4% -$132K 0.08% 255
2020
Q4 		$3.15M Buy
46,603
+3,715
+9% +$241K 0.08% 241
2020
Q3 		$2.68M Buy
+42,888
New +$2.62M 0.09% 224

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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Hartford Investment Management Co (HIMCO)'s OTIS Position: Q2 2026 in Review

Hartford Investment Management Co (HIMCO) reduced its Otis Worldwide (OTIS) stake by 4.2% in Q2 2026, selling an estimated $69.9K and leaving 21,127 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #317.

Hartford Investment Management Co (HIMCO) first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.75M in Q4 2021. 480 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Hartford Investment Management Co (HIMCO) held 21,127 shares of Otis Worldwide worth $1.51M as of Q2 2026.
  • Hartford Investment Management Co (HIMCO) sold 936 Otis Worldwide shares in Q2 2026, an estimated $69.9K.
  • Otis Worldwide made up 0.04% of Hartford Investment Management Co (HIMCO)'s portfolio in Q2 2026, its #317 holding.
  • Hartford Investment Management Co (HIMCO) first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Hartford Investment Management Co (HIMCO)'s Otis Worldwide position peaked at $3.75M in Q4 2021.
  • 480 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Hartford Investment Management Co (HIMCO)'s 13F filing for Q2 2026, filed 15 Jul 2026.