HPCM
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Hunter Perkins Capital Management’s Otis Worldwide OTIS Stock Holding History

Hunter Perkins 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 		$272K Sell
3,801
-181
-5% -$13.5K 0.06% 125
2026
Q1 		$307K Buy
+3,982
New +$348K 0.07% 116

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

Hunter Perkins Capital Management's OTIS Position: Q2 2026 in Review

Hunter Perkins Capital Management reduced its Otis Worldwide (OTIS) stake by 4.5% in Q2 2026, selling an estimated $13.5K and leaving 3,801 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #125.

Hunter Perkins Capital Management first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $307K in Q1 2026. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Hunter Perkins Capital Management held 3,801 shares of Otis Worldwide worth $272K as of Q2 2026.
  • Hunter Perkins Capital Management sold 181 Otis Worldwide shares in Q2 2026, an estimated $13.5K.
  • Otis Worldwide made up 0.06% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #125 holding.
  • Hunter Perkins Capital Management first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Hunter Perkins Capital Management's Otis Worldwide position peaked at $307K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.