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Kentucky Trust Company’s Otis Worldwide OTIS Stock Holding History

Kentucky Trust Company’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 		$7.16K Hold
100
– – ﹤0.01% 272
2026
Q1 		$7.71K Hold
100
– – ﹤0.01% 267
2025
Q4 		$8.73K Hold
100
– – ﹤0.01% 264
2025
Q3 		$9.14K Hold
100
– – ﹤0.01% 260
2025
Q2 		$9.9K Hold
100
– – 0.01% 250
2025
Q1 		$10.3K Hold
100
– – 0.01% 246
2024
Q4 		$9.26K Buy
+100
New +$10K 0.01% 253

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

Kentucky Trust Company's OTIS Position: Q2 2026 in Review

Kentucky Trust Company held its Otis Worldwide (OTIS) position steady in Q2 2026 at 100 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Kentucky Trust Company first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.3K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Kentucky Trust Company held 100 shares of Otis Worldwide worth $7.16K as of Q2 2026.
  • Kentucky Trust Company left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Kentucky Trust Company's portfolio in Q2 2026, its #272 holding.
  • Kentucky Trust Company first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Kentucky Trust Company's Otis Worldwide position peaked at $10.3K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.