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Loring Wolcott & Coolidge Fiduciary Advisors’s Otis Worldwide OTIS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$259K Buy
3,614
+750
+26% +$56K ﹤0.01% 299
2026
Q1 		$229K Sell
2,864
-350
-11% -$30.6K ﹤0.01% 302
2025
Q4 		$291K Sell
3,214
-15,934
-83% -$1.43M ﹤0.01% 282
2025
Q3 		$1.78M Sell
19,148
-81
-0.4% -$7.35K 0.02% 130
2025
Q2 		$1.9M Hold
19,229
– – 0.02% 128
2025
Q1 		$1.77M Sell
19,229
-24,323
-56% -$2.38M 0.02% 128
2024
Q4 		$4.26M Buy
43,552
+91
+0.2% +$9.13K 0.04% 106
2024
Q3 		$4.45M Buy
43,461
+40,013
+1,160% +$3.81M 0.04% 102
2024
Q2 		$343K Buy
3,448
+700
+25% +$67.5K ﹤0.01% 224
2024
Q1 		$265K Sell
2,748
-21
-0.8% -$1.94K ﹤0.01% 249
2023
Q4 		$245K Sell
2,769
-100
-3% -$8.31K ﹤0.01% 262
2023
Q3 		$226K Buy
2,869
+21
+0.7% +$1.8K ﹤0.01% 274
2023
Q2 		$254K Buy
2,848
+100
+4% +$8.43K ﹤0.01% 266
2023
Q1 		$232K Sell
2,748
-250
-8% -$20.7K ﹤0.01% 264
2022
Q4 		$235K Hold
2,998
– – ﹤0.01% 266
2022
Q3 		$191K Sell
2,998
-209
-7% -$15.3K ﹤0.01% 286
2022
Q2 		$227K Sell
3,207
-91
-3% -$6.7K ﹤0.01% 271
2022
Q1 		$254K Sell
3,298
-20
-0.6% -$1.6K ﹤0.01% 278
2021
Q4 		$289K Buy
3,318
+20
+0.6% +$1.67K ﹤0.01% 267
2021
Q3 		$271K Sell
3,298
-122
-4% -$10.7K ﹤0.01% 268
2021
Q2 		$280K Sell
3,420
-449
-12% -$34.6K ﹤0.01% 278
2021
Q1 		$265K Sell
3,869
-985
-20% -$64.4K ﹤0.01% 263
2020
Q4 		$328K Sell
4,854
-4,421
-48% -$287K ﹤0.01% 242
2020
Q3 		$579K Sell
9,275
-47,480
-84% -$2.9M 0.01% 178
2020
Q2 		$3.23M Buy
+56,755
New +$2.94M 0.04% 94

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LFG
Lazard Frères Gestion Paris, France $5.77B AUM 23.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's OTIS Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Otis Worldwide (OTIS) stake by 26% in Q2 2026, buying an estimated $56K and bringing the position to 3,614 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.45M in Q3 2024. 626 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 3,614 shares of Otis Worldwide worth $259K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors bought 750 Otis Worldwide shares in Q2 2026, an estimated $56K.
  • Otis Worldwide made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #299 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Otis Worldwide position peaked at $4.45M in Q3 2024.
  • 626 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.