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Ipswich Investment Management’s Otis Worldwide OTIS Stock Holding History

Ipswich 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 		$786K Sell
10,976
-3,350
-23% -$250K 0.17% 103
2026
Q1 		$1.1M Sell
14,326
-2,509
-15% -$220K 0.26% 79
2025
Q4 		$1.47M Sell
16,835
-24,056
-59% -$2.15M 0.34% 60
2025
Q3 		$3.74M Sell
40,891
-8,395
-17% -$762K 0.87% 34
2025
Q2 		$4.88M Sell
49,286
-165
-0.3% -$15.9K 1.18% 26
2025
Q1 		$5.1M Sell
49,451
-840
-2% -$82.1K 1.27% 27
2024
Q4 		$4.66M Sell
50,291
-9,285
-16% -$931K 1.12% 28
2024
Q3 		$6.19M Buy
59,576
+450
+0.8% +$42.9K 1.43% 22
2024
Q2 		$5.69M Buy
59,126
+245
+0.4% +$23.6K 1.33% 25
2024
Q1 		$5.85M Sell
58,881
-30
-0.1% -$2.77K 1.37% 24
2023
Q4 		$5.27M Buy
58,911
+1,669
+3% +$139K 1.33% 26
2023
Q3 		$4.6M Buy
57,242
+2,090
+4% +$179K 1.26% 26
2023
Q2 		$4.91M Buy
55,152
+350
+0.6% +$29.5K 1.29% 23
2023
Q1 		$4.63M Sell
54,802
-65
-0.1% -$5.38K 1.26% 23
2022
Q4 		$4.3M Sell
54,867
-355
-0.6% -$26.2K 1.23% 25
2022
Q3 		$3.52M Sell
55,222
-1,344
-2% -$98.3K 1.12% 26
2022
Q2 		$4M Buy
56,566
+343
+0.6% +$25.3K 1.15% 26
2022
Q1 		$4.33M Sell
56,223
-737
-1% -$58.9K 1.07% 28
2021
Q4 		$4.96M Buy
56,960
+1,225
+2% +$103K 1.16% 23
2021
Q3 		$4.59M Buy
55,735
+3,606
+7% +$317K 1.17% 20
2021
Q2 		$4.26M Buy
52,129
+8,444
+19% +$650K 1.09% 28
2021
Q1 		$2.99M Buy
43,685
+40,007
+1,088% +$2.62M 0.84% 42
2020
Q4 		$248K Buy
+3,678
New +$239K 0.07% 162

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

Ipswich Investment Management's OTIS Position: Q2 2026 in Review

Ipswich Investment Management reduced its Otis Worldwide (OTIS) stake by 23% in Q2 2026, selling an estimated $250K and leaving 10,976 shares worth $786K. The position accounts for 0.17% of the portfolio, ranked #103.

Ipswich Investment Management first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.19M in Q3 2024. 258 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ipswich Investment Management held 10,976 shares of Otis Worldwide worth $786K as of Q2 2026.
  • Ipswich Investment Management sold 3,350 Otis Worldwide shares in Q2 2026, an estimated $250K.
  • Otis Worldwide made up 0.17% of Ipswich Investment Management's portfolio in Q2 2026, its #103 holding.
  • Ipswich Investment Management first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • Ipswich Investment Management's Otis Worldwide position peaked at $6.19M in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.