MHR
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Matthew Hamilton Rosenberg’s Otis Worldwide OTIS Stock Holding History

Matthew Hamilton Rosenberg’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 		$7.66K Hold
107
– – ﹤0.01% 657
2026
Q1 		$8.25K Hold
107
– – ﹤0.01% 640
2025
Q4 		$9.35K Hold
107
– – ﹤0.01% 639
2025
Q3 		$9.78K Hold
107
– – ﹤0.01% 638
2025
Q2 		$10.6K Hold
107
– – ﹤0.01% 647
2025
Q1 		$11K Buy
107
+2
+2% +$195 ﹤0.01% 617
2024
Q4 		$9.72K Hold
105
– – ﹤0.01% 625
2024
Q3 		$10.9K Hold
105
– – ﹤0.01% 606
2024
Q2 		$9.97K Sell
105
-83
-44% -$8K ﹤0.01% 595
2024
Q1 		$18.5K Hold
188
– – 0.01% 547
2023
Q4 		$16.8K Buy
188
+46
+32% +$3.83K 0.01% 553
2023
Q3 		$11.4K Hold
142
– – ﹤0.01% 599
2023
Q2 		$12.6K Hold
142
– – ﹤0.01% 593
2023
Q1 		$12K Hold
142
– – ﹤0.01% 643
2022
Q4 		$11.1K Hold
142
– – ﹤0.01% 641
2022
Q3 		$9K Hold
142
– – ﹤0.01% 653
2022
Q2 		$10K Hold
142
– – ﹤0.01% 643
2022
Q1 		$11K Hold
142
– – ﹤0.01% 616
2021
Q4 		$12K Hold
142
– – ﹤0.01% 582
2021
Q3 		$12K Hold
142
– – ﹤0.01% 559
2021
Q2 		$12K Hold
142
– – 0.01% 505
2021
Q1 		$10K Hold
142
– – 0.01% 498
2020
Q4 		$10K Sell
142
-250
-64% -$16.2K 0.01% 476
2020
Q3 		$24K Hold
392
– – 0.02% 380
2020
Q2 		$22K Buy
+392
New +$20.3K 0.02% 410

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

Matthew Hamilton Rosenberg's OTIS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Otis Worldwide (OTIS) position steady in Q2 2026 at 107 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Matthew Hamilton Rosenberg first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $24K in Q3 2020. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Matthew Hamilton Rosenberg held 107 shares of Otis Worldwide worth $7.66K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #657 holding.
  • Matthew Hamilton Rosenberg first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Matthew Hamilton Rosenberg's Otis Worldwide position peaked at $24K in Q3 2020.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.