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Interchange Capital Partners’s Otis Worldwide OTIS Stock Holding History

Interchange Capital Partners’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 		– Sell
-2,405
Closed -$245K – 461
2026
Q1 		$245K Buy
+2,405
New +$210K 0.08% 235
2025
Q3 		– Sell
-2,343
Closed -$232K – 371
2025
Q2 		$232K Buy
2,343
+63
+3% +$6.08K 0.05% 254
2025
Q1 		$235K Buy
2,280
+13
+0.6% +$1.27K 0.07% 239
2024
Q4 		$210K Hold
2,267
– – 0.08% 234
2024
Q3 		$236K Hold
2,267
– – 0.08% 233
2024
Q2 		$218K Buy
+2,267
New +$218K 0.08% 244
2021
Q1 		– Sell
-782
Closed -$52K – 837
2020
Q4 		$52K Buy
+782
New +$50.7K 0.03% 405

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

Interchange Capital Partners's OTIS Position: Q2 2026 in Review

Interchange Capital Partners sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,405 shares — an estimated $245K sold.

Interchange Capital Partners first reported a position in OTIS in Q4 2020 and held it in 7 quarters. The position peaked at $245K in Q1 2026. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Interchange Capital Partners reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 2,405 Otis Worldwide shares in Q2 2026, an estimated $245K.
  • Interchange Capital Partners first reported a position in Otis Worldwide in Q4 2020 and held it in 7 quarters.
  • Interchange Capital Partners's Otis Worldwide position peaked at $245K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.