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Louisbourg Investments’s Otis Worldwide OTIS Stock Holding History

Louisbourg Investments’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 		$5.81M Buy
103,067
+19,360
+23% +$1.45M 1.07% 32
2026
Q1 		$5.2M Buy
83,707
+7,430
+10% +$650K 0.98% 44
2025
Q4 		$5.4M Buy
76,277
+17,146
+29% +$1.53M 1.08% 32
2025
Q3 		$4.32M Buy
59,131
+37,590
+175% +$3.41M 0.94% 42
2025
Q2 		$1.86M Sell
21,541
-2,350
-10% -$227K 0.44% 76
2025
Q1 		$2.11M Sell
23,891
-8,273
-26% -$808K 0.57% 67
2024
Q4 		$2.44M Sell
32,164
-3,669
-10% -$368K 0.64% 60
2024
Q3 		$3.11M Buy
35,833
+400
+1% +$38.1K 0.79% 52
2024
Q2 		$2.82M Sell
35,433
-90
-0.3% -$8.67K 0.79% 50
2024
Q1 		$2.94M Sell
35,523
-65
-0.2% -$6.01K 0.82% 47
2023
Q4 		$2.69M Buy
+35,588
New +$2.96M 0.81% 48

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

Louisbourg Investments's OTIS Position: Q2 2026 in Review

Louisbourg Investments increased its Otis Worldwide (OTIS) stake by 23% in Q2 2026, buying an estimated $1.45M and bringing the position to 103,067 shares worth $5.81M. The position accounts for 1.07% of the portfolio, ranked #32.

Louisbourg Investments first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Louisbourg Investments held 103,067 shares of Otis Worldwide worth $5.81M as of Q2 2026.
  • Louisbourg Investments bought 19,360 Otis Worldwide shares in Q2 2026, an estimated $1.45M.
  • Otis Worldwide made up 1.07% of Louisbourg Investments's portfolio in Q2 2026, its #32 holding.
  • Louisbourg Investments first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.