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Lincoln Capital’s Otis Worldwide OTIS Stock Holding History

Lincoln Capital’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 		$4.68M Sell
65,323
-2,552
-4% -$191K 0.83% 28
2026
Q1 		$5.23M Sell
67,875
-988
-1% -$86.4K 0.99% 25
2025
Q4 		$6.02M Sell
68,863
-1,076
-2% -$96.3K 1.09% 21
2025
Q3 		$6.4M Sell
69,939
-3,750
-5% -$340K 1.2% 20
2025
Q2 		$7.3M Buy
73,689
+353
+0.5% +$34.1K 1.4% 17
2025
Q1 		$7.26M Sell
73,336
-2,558
-3% -$250K 1.52% 15
2024
Q4 		$7.03M Sell
75,894
-212
-0.3% -$21.3K 1.48% 18
2024
Q3 		$7.91M Sell
76,106
-1,161
-2% -$111K 1.67% 16
2024
Q2 		$7.44M Sell
77,267
-248
-0.3% -$23.9K 1.66% 16
2024
Q1 		$7.69M Sell
77,515
-211
-0.3% -$19.5K 1.71% 16
2023
Q4 		$6.96M Sell
77,726
-326
-0.4% -$27.1K 1.7% 16
2023
Q3 		$6.27M Buy
78,052
+1,373
+2% +$117K 1.65% 17
2023
Q2 		$6.83M Sell
76,679
-26
-0% -$2.19K 1.76% 16
2023
Q1 		$6.45M Buy
76,705
+113
+0.1% +$9.35K 1.78% 16
2022
Q4 		$6M Sell
76,592
-2,662
-3% -$197K 1.73% 16
2022
Q3 		$5.06M Buy
79,254
+2,583
+3% +$189K 1.57% 16
2022
Q2 		$5.42M Buy
76,671
+2,545
+3% +$187K 1.52% 17
2022
Q1 		$5.7M Sell
74,126
-756
-1% -$60.4K 1.34% 16
2021
Q4 		$6.52M Buy
74,882
+543
+0.7% +$45.5K 1.61% 15
2021
Q3 		$6.12M Buy
74,339
+2,111
+3% +$186K 1.66% 14
2021
Q2 		$5.91M Buy
72,228
+451
+0.6% +$34.7K 1.66% 15
2021
Q1 		$4.91M Buy
71,777
+62,351
+661% +$4.08M 1.53% 16
2020
Q4 		$631K Buy
9,426
+1,798
+24% +$117K 0.21% 50
2020
Q3 		$476K Buy
7,628
+3,310
+77% +$202K 0.17% 54
2020
Q2 		$246K Buy
+4,318
New +$224K 0.1% 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

Lincoln Capital's OTIS Position: Q2 2026 in Review

Lincoln Capital reduced its Otis Worldwide (OTIS) stake by 3.8% in Q2 2026, selling an estimated $191K and leaving 65,323 shares worth $4.68M. The position accounts for 0.83% of the portfolio, ranked #28.

Lincoln Capital first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.91M in Q3 2024. 323 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Lincoln Capital held 65,323 shares of Otis Worldwide worth $4.68M as of Q2 2026.
  • Lincoln Capital sold 2,552 Otis Worldwide shares in Q2 2026, an estimated $191K.
  • Otis Worldwide made up 0.83% of Lincoln Capital's portfolio in Q2 2026, its #28 holding.
  • Lincoln Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Lincoln Capital's Otis Worldwide position peaked at $7.91M in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.