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Lederer & Associates Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Lederer & Associates 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 		– Sell
-10,167
Closed -$784K – 87
2026
Q1 		$784K Buy
10,167
+90
+0.9% +$7.87K 0.56% 59
2025
Q4 		$880K Buy
+10,077
New +$902K 0.59% 55

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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Lederer & Associates Investment Counsel's OTIS Position: Q2 2026 in Review

Lederer & Associates Investment Counsel sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 10,167 shares — an estimated $784K sold.

Lederer & Associates Investment Counsel first reported a position in OTIS in Q4 2025 and held it in 2 quarters. The position peaked at $880K in Q4 2025. 429 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Lederer & Associates Investment Counsel reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 10,167 Otis Worldwide shares in Q2 2026, an estimated $784K.
  • Lederer & Associates Investment Counsel first reported a position in Otis Worldwide in Q4 2025 and held it in 2 quarters.
  • Lederer & Associates Investment Counsel's Otis Worldwide position peaked at $880K in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.