HPC
OTIS icon

HM Payson & Co’s Otis Worldwide OTIS Stock Holding History

HM Payson & Co’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 		$2.67M Sell
37,291
-14,870
-29% -$1.11M 0.04% 150
2026
Q1 		$4.02M Sell
52,161
-4,060
-7% -$355K 0.06% 133
2025
Q4 		$4.91M Sell
56,221
-9,505
-14% -$850K 0.07% 113
2025
Q3 		$6.01M Sell
65,726
-12,010
-15% -$1.09M 0.09% 96
2025
Q2 		$7.7M Sell
77,736
-29,331
-27% -$2.83M 0.12% 82
2025
Q1 		$11M Sell
107,067
-460,933
-81% -$45M 0.19% 75
2024
Q4 		$52.6M Sell
568,000
-1,506
-0.3% -$151K 0.89% 36
2024
Q3 		$59.2M Buy
569,506
+2,669
+0.5% +$254K 1.02% 35
2024
Q2 		$54.6M Buy
566,837
+134,333
+31% +$12.9M 0.99% 36
2024
Q1 		$42.9M Buy
432,504
+89,636
+26% +$8.28M 0.8% 43
2023
Q4 		$30.7M Sell
342,868
-515,829
-60% -$42.9M 0.64% 48
2023
Q3 		$69M Buy
858,697
+258,613
+43% +$22.1M 1.62% 20
2023
Q2 		$53.4M Buy
600,084
+79,848
+15% +$6.73M 1.2% 29
2023
Q1 		$43.9M Buy
520,236
+471,774
+973% +$39M 1.05% 33
2022
Q4 		$3.8M Sell
48,462
-6,783
-12% -$501K 0.09% 109
2022
Q3 		$3.52M Sell
55,245
-1,149
-2% -$84.1K 0.1% 116
2022
Q2 		$3.98M Sell
56,394
-3,241
-5% -$239K 0.1% 109
2022
Q1 		$4.59M Sell
59,635
-15,049
-20% -$1.2M 0.1% 111
2021
Q4 		$6.5M Sell
74,684
-673
-0.9% -$56.3K 0.14% 96
2021
Q3 		$6.2M Sell
75,357
-309
-0.4% -$27.2K 0.15% 91
2021
Q2 		$6.19M Sell
75,666
-5,665
-7% -$436K 0.15% 97
2021
Q1 		$5.57M Sell
81,331
-10,728
-12% -$701K 0.15% 100
2020
Q4 		$6.22M Sell
92,059
-8,865
-9% -$575K 0.17% 94
2020
Q3 		$6.3M Sell
100,924
-16,804
-14% -$1.03M 0.19% 92
2020
Q2 		$6.69M Buy
+117,728
New +$6.1M 0.22% 81

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

HM Payson & Co's OTIS Position: Q2 2026 in Review

HM Payson & Co reduced its Otis Worldwide (OTIS) stake by 29% in Q2 2026, selling an estimated $1.11M and leaving 37,291 shares worth $2.67M. The position accounts for 0.04% of the portfolio, ranked #150.

HM Payson & Co first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $69M in Q3 2023. 169 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • HM Payson & Co held 37,291 shares of Otis Worldwide worth $2.67M as of Q2 2026.
  • HM Payson & Co sold 14,870 Otis Worldwide shares in Q2 2026, an estimated $1.11M.
  • Otis Worldwide made up 0.04% of HM Payson & Co's portfolio in Q2 2026, its #150 holding.
  • HM Payson & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • HM Payson & Co's Otis Worldwide position peaked at $69M in Q3 2023.
  • 169 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.