JIC
OTIS icon

Johnson Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Johnson Investment Counsel’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 		$480K Sell
6,706
-1,402
-17% -$105K ﹤0.01% 620
2026
Q1 		$625K Sell
8,108
-331
-4% -$29K 0.01% 533
2025
Q4 		$737K Sell
8,439
-42
-0.5% -$3.76K 0.01% 464
2025
Q3 		$775K Sell
8,481
-166
-2% -$15.1K 0.01% 477
2025
Q2 		$856K Sell
8,647
-448
-5% -$43.2K 0.01% 432
2025
Q1 		$939K Buy
9,095
+160
+2% +$15.6K 0.01% 407
2024
Q4 		$827K Buy
8,935
+1,414
+19% +$142K 0.01% 429
2024
Q3 		$782K Sell
7,521
-2,468
-25% -$235K 0.01% 436
2024
Q2 		$962K Buy
9,989
+49
+0.5% +$4.72K 0.01% 392
2024
Q1 		$987K Buy
9,940
+611
+7% +$56.5K 0.01% 386
2023
Q4 		$835K Buy
9,329
+175
+2% +$14.6K 0.01% 393
2023
Q3 		$735K Sell
9,154
-553
-6% -$47.3K 0.01% 393
2023
Q2 		$864K Buy
9,707
+991
+11% +$83.5K 0.01% 376
2023
Q1 		$736K Sell
8,716
-397
-4% -$32.9K 0.01% 392
2022
Q4 		$714K Sell
9,113
-542
-6% -$40K 0.01% 394
2022
Q3 		$616K Sell
9,655
-314
-3% -$23K 0.01% 396
2022
Q2 		$705K Buy
9,969
+1,240
+14% +$91.3K 0.01% 382
2022
Q1 		$672K Sell
8,729
-152
-2% -$12.1K 0.01% 412
2021
Q4 		$773K Sell
8,881
-1
-0% -$84 0.01% 382
2021
Q3 		$731K Buy
8,882
+367
+4% +$32.3K 0.01% 387
2021
Q2 		$696K Sell
8,515
-10
-0.1% -$770 0.01% 381
2021
Q1 		$584K Sell
8,525
-2,590
-23% -$169K 0.01% 394
2020
Q4 		$751K Buy
11,115
+264
+2% +$17.1K 0.01% 347
2020
Q3 		$677K Sell
10,851
-184
-2% -$11.3K 0.01% 345
2020
Q2 		$627K Buy
+11,035
New +$572K 0.01% 358

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

Johnson Investment Counsel's OTIS Position: Q2 2026 in Review

Johnson Investment Counsel reduced its Otis Worldwide (OTIS) stake by 17% in Q2 2026, selling an estimated $105K and leaving 6,706 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Johnson Investment Counsel first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $987K in Q1 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Johnson Investment Counsel held 6,706 shares of Otis Worldwide worth $480K as of Q2 2026.
  • Johnson Investment Counsel sold 1,402 Otis Worldwide shares in Q2 2026, an estimated $105K.
  • Otis Worldwide made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #620 holding.
  • Johnson Investment Counsel first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Johnson Investment Counsel's Otis Worldwide position peaked at $987K in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.