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LRI Investments’s Otis Worldwide OTIS Stock Holding History

LRI 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 		$1.86M Buy
26,010
+16
+0.1% +$1.2K 0.15% 78
2026
Q1 		$2M Sell
25,994
-3,008
-10% -$263K 0.18% 66
2025
Q4 		$2.53M Sell
29,002
-228
-0.8% -$20.4K 0.2% 53
2025
Q3 		$2.67M Buy
29,230
+101
+0.3% +$9.17K 0.22% 49
2025
Q2 		$2.88M Hold
29,129
– – 0.25% 42
2025
Q1 		$3.01M Sell
29,129
-29
-0.1% -$2.83K 0.29% 39
2024
Q4 		$2.7M Hold
29,158
– – 0.26% 33
2024
Q3 		$2.91M Hold
29,158
– – 0.28% 30
2024
Q2 		$2.81M Buy
29,158
+882
+3% +$85K 0.32% 27
2024
Q1 		$2.81M Buy
+28,276
New +$2.61M 0.71% 21

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

LRI Investments's OTIS Position: Q2 2026 in Review

LRI Investments increased its Otis Worldwide (OTIS) stake by 0.06% in Q2 2026, buying an estimated $1.2K and bringing the position to 26,010 shares worth $1.86M. The position accounts for 0.15% of the portfolio, ranked #78.

LRI Investments first reported a position in OTIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.01M in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • LRI Investments held 26,010 shares of Otis Worldwide worth $1.86M as of Q2 2026.
  • LRI Investments bought 16 Otis Worldwide shares in Q2 2026, an estimated $1.2K.
  • Otis Worldwide made up 0.15% of LRI Investments's portfolio in Q2 2026, its #78 holding.
  • LRI Investments first reported a position in Otis Worldwide in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Otis Worldwide position peaked at $3.01M in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.