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Investors Research Corp’s Otis Worldwide OTIS Stock Holding History

Investors Research Corp’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 		$8.31K Buy
+116
New +$8.66K ﹤0.01% 552
2021
Q2 		– Sell
-3
Closed – – 1007
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1049
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1102
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1120
2020
Q2 		$0 Buy
+3
New +$155 ﹤0.01% 1113

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
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
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
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Investors Research Corp's OTIS Position: Q2 2026 in Review

Investors Research Corp opened a new position in Otis Worldwide (OTIS) in Q2 2026: 116 shares worth $8.31K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Investors Research Corp previously reported a position in OTIS as recently as Q1 2021.

Investors Research Corp first reported a position in OTIS in Q2 2020 and has held it in 5 quarters since. 259 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Investors Research Corp held 116 shares of Otis Worldwide worth $8.31K as of Q2 2026.
  • Otis Worldwide was a new Investors Research Corp position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #552 holding.
  • Investors Research Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 5 quarters since.
  • 259 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.