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Howland Capital Management’s Otis Worldwide OTIS Stock Holding History

Howland Capital Management’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 		$252K Buy
3,523
+199
+6% +$14.9K 0.01% 259
2026
Q1 		$256K Hold
3,324
– – 0.01% 250
2025
Q4 		$290K Buy
3,324
+72
+2% +$6.44K 0.01% 238
2025
Q3 		$297K Hold
3,252
– – 0.01% 242
2025
Q2 		$322K Buy
3,252
+400
+14% +$38.6K 0.01% 229
2025
Q1 		$294K Hold
2,852
– – 0.01% 235
2024
Q4 		$264K Buy
2,852
+383
+16% +$38.4K 0.01% 262
2024
Q3 		$257K Hold
2,469
– – 0.01% 258
2024
Q2 		$238K Hold
2,469
– – 0.01% 255
2024
Q1 		$245K Sell
2,469
-67
-3% -$6.19K 0.01% 248
2023
Q4 		$227K Hold
2,536
– – 0.01% 237
2023
Q3 		$204K Sell
2,536
-465
-15% -$39.8K 0.01% 238
2023
Q2 		$267K Hold
3,001
– – 0.02% 227
2023
Q1 		$253K Hold
3,001
– – 0.02% 236
2022
Q4 		$235K Buy
+3,001
New +$222K 0.01% 235
2022
Q3 		– Sell
-3,267
Closed -$231K – 258
2022
Q2 		$231K Buy
3,267
+375
+13% +$27.6K 0.01% 227
2022
Q1 		$223K Buy
2,892
+13
+0.5% +$1.04K 0.01% 224
2021
Q4 		$251K Sell
2,879
-423
-13% -$35.4K 0.01% 210
2021
Q3 		$272K Sell
3,302
-37
-1% -$3.25K 0.01% 205
2021
Q2 		$273K Sell
3,339
-150
-4% -$11.5K 0.01% 204
2021
Q1 		$239K Sell
3,489
-292
-8% -$19.1K 0.01% 209
2020
Q4 		$255K Sell
3,781
-500
-12% -$32.4K 0.02% 202
2020
Q3 		$267K Sell
4,281
-1,277
-23% -$78.1K 0.02% 185
2020
Q2 		$316K Buy
+5,558
New +$288K 0.02% 170

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

Howland Capital Management's OTIS Position: Q2 2026 in Review

Howland Capital Management increased its Otis Worldwide (OTIS) stake by 6% in Q2 2026, buying an estimated $14.9K and bringing the position to 3,523 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #259.

Howland Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $322K in Q2 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Howland Capital Management held 3,523 shares of Otis Worldwide worth $252K as of Q2 2026.
  • Howland Capital Management bought 199 Otis Worldwide shares in Q2 2026, an estimated $14.9K.
  • Otis Worldwide made up 0.01% of Howland Capital Management's portfolio in Q2 2026, its #259 holding.
  • Howland Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Howland Capital Management's Otis Worldwide position peaked at $322K in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.