HRC
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Hoertkorn Richard Charles’s Otis Worldwide OTIS Stock Holding History

Hoertkorn Richard Charles’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 		$21.5K Hold
300
– – 0.01% 50
2026
Q1 		$23.1K Sell
300
-340
-53% -$29.7K 0.02% 54
2025
Q4 		$55.9K Hold
640
– – 0.02% 54
2025
Q3 		$58.5K Sell
640
-42
-6% -$3.81K 0.02% 53
2025
Q2 		$67.5K Hold
682
– – 0.03% 52
2025
Q1 		$70.4K Hold
682
– – 0.03% 53
2024
Q4 		$63.2K Hold
682
– – 0.03% 55
2024
Q3 		$70.9K Hold
682
– – 0.03% 56
2024
Q2 		$65.6K Hold
682
– – 0.03% 58
2024
Q1 		$67.7K Hold
682
– – 0.03% 56
2023
Q4 		$61K Hold
682
– – 0.03% 56
2023
Q3 		$54.8K Hold
682
– – 0.03% 56
2023
Q2 		$60.7K Hold
682
– – 0.03% 55
2023
Q1 		$57.6K Hold
682
– – 0.03% 57
2022
Q4 		$53.4K Hold
682
– – 0.03% 56
2022
Q3 		$44K Hold
682
– – 0.03% 54
2022
Q2 		$48K Hold
682
– – 0.03% 55
2022
Q1 		$52K Hold
682
– – 0.02% 56
2021
Q4 		$59K Hold
682
– – 0.02% 58
2021
Q3 		$56K Hold
682
– – 0.03% 58
2021
Q2 		$56K Hold
682
– – 0.03% 58
2021
Q1 		$47K Hold
682
– – 0.02% 58
2020
Q4 		$46K Hold
682
– – 0.03% 61
2020
Q3 		$42K Hold
682
– – 0.03% 62
2020
Q2 		$39K Buy
+682
New +$35.3K 0.03% 63

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

Hoertkorn Richard Charles's OTIS Position: Q2 2026 in Review

Hoertkorn Richard Charles held its Otis Worldwide (OTIS) position steady in Q2 2026 at 300 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #50.

Hoertkorn Richard Charles first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $70.9K in Q3 2024. 283 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Hoertkorn Richard Charles held 300 shares of Otis Worldwide worth $21.5K as of Q2 2026.
  • Hoertkorn Richard Charles left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #50 holding.
  • Hoertkorn Richard Charles first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Hoertkorn Richard Charles's Otis Worldwide position peaked at $70.9K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.