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Lee, Danner & Bass’s Otis Worldwide OTIS Stock Holding History

Lee, Danner & Bass’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 		$526K Buy
7,351
+16
+0.2% +$1.2K 0.03% 187
2026
Q1 		$565K Sell
7,335
-75
-1% -$6.56K 0.04% 181
2025
Q4 		$647K Hold
7,410
– – 0.05% 161
2025
Q3 		$677K Hold
7,410
– – 0.05% 156
2025
Q2 		$734K Sell
7,410
-573
-7% -$55.3K 0.06% 146
2025
Q1 		$824K Hold
7,983
– – 0.07% 141
2024
Q4 		$739K Sell
7,983
-517
-6% -$51.8K 0.06% 150
2024
Q3 		$883K Sell
8,500
-125
-1% -$11.9K 0.06% 144
2024
Q2 		$830K Buy
+8,625
New +$831K 0.06% 143
2023
Q4 		$755K Sell
8,444
-3,801
-31% -$316K 0.06% 144
2023
Q3 		$983K Sell
12,245
-562
-4% -$48.1K 0.09% 122
2023
Q2 		$1.14M Sell
12,807
-625
-5% -$52.7K 0.1% 121
2023
Q1 		$1.13M Sell
13,432
-638
-5% -$52.8K 0.1% 121
2022
Q4 		$1.1M Sell
14,070
-2,274
-14% -$168K 0.1% 121
2022
Q3 		$1.04M Hold
16,344
– – 0.11% 117
2022
Q2 		$1.16M Sell
16,344
-224
-1% -$16.5K 0.12% 113
2022
Q1 		$1.27M Sell
16,568
-25
-0.2% -$2K 0.11% 113
2021
Q4 		$1.45M Sell
16,593
-240
-1% -$20.1K 0.12% 110
2021
Q3 		$1.39M Sell
16,833
-5,989
-26% -$527K 0.13% 110
2021
Q2 		$1.87M Sell
22,822
-6,176
-21% -$475K 0.17% 97
2021
Q1 		$1.99M Sell
28,998
-6,709
-19% -$439K 0.19% 93
2020
Q4 		$2.41M Sell
35,707
-3,284
-8% -$213K 0.26% 82
2020
Q3 		$2.43M Sell
38,991
-2,652
-6% -$162K 0.29% 78
2020
Q2 		$2.37M Buy
+41,643
New +$2.16M 0.3% 74

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

Lee, Danner & Bass's OTIS Position: Q2 2026 in Review

Lee, Danner & Bass increased its Otis Worldwide (OTIS) stake by 0.22% in Q2 2026, buying an estimated $1.2K and bringing the position to 7,351 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #187.

Lee, Danner & Bass first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.43M in Q3 2020. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Lee, Danner & Bass held 7,351 shares of Otis Worldwide worth $526K as of Q2 2026.
  • Lee, Danner & Bass bought 16 Otis Worldwide shares in Q2 2026, an estimated $1.2K.
  • Otis Worldwide made up 0.03% of Lee, Danner & Bass's portfolio in Q2 2026, its #187 holding.
  • Lee, Danner & Bass first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Lee, Danner & Bass's Otis Worldwide position peaked at $2.43M in Q3 2020.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.