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Indiana Trust & Investment Management’s Otis Worldwide OTIS Stock Holding History

Indiana Trust & Investment 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 		$46.5K Sell
650
-26
-4% -$1.94K 0.01% 308
2026
Q1 		$52.1K Hold
676
– – 0.02% 292
2025
Q4 		$59K Hold
676
– – 0.02% 278
2025
Q3 		$61.8K Hold
676
– – 0.02% 274
2025
Q2 		$66.9K Hold
676
– – 0.02% 263
2025
Q1 		$69.8K Hold
676
– – 0.03% 258
2024
Q4 		$62.6K Buy
676
+26
+4% +$2.61K 0.02% 266
2024
Q3 		$67.6K Sell
650
-340
-34% -$32.4K 0.02% 266
2024
Q2 		$95.3K Buy
990
+550
+125% +$53K 0.04% 225
2024
Q1 		$43.7K Hold
440
– – 0.02% 291
2023
Q4 		$39.4K Hold
440
– – 0.02% 276
2023
Q3 		$35.3K Buy
+440
New +$37.6K 0.02% 281

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

Indiana Trust & Investment Management's OTIS Position: Q2 2026 in Review

Indiana Trust & Investment Management reduced its Otis Worldwide (OTIS) stake by 3.8% in Q2 2026, selling an estimated $1.94K and leaving 650 shares worth $46.5K. The position accounts for 0.01% of the portfolio, ranked #308.

Indiana Trust & Investment Management first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $95.3K in Q2 2024. 429 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Indiana Trust & Investment Management held 650 shares of Otis Worldwide worth $46.5K as of Q2 2026.
  • Indiana Trust & Investment Management sold 26 Otis Worldwide shares in Q2 2026, an estimated $1.94K.
  • Otis Worldwide made up 0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #308 holding.
  • Indiana Trust & Investment Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • Indiana Trust & Investment Management's Otis Worldwide position peaked at $95.3K in Q2 2024.
  • 429 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.