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Mesirow Financial Investment Management’s Otis Worldwide OTIS Stock Holding History

Mesirow Financial Investment Management’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 		$340K Sell
4,746
-4,698
-50% -$351K 0.01% 425
2026
Q1 		$728K Buy
9,444
+4,506
+91% +$394K 0.01% 312
2025
Q4 		$431K Sell
4,938
-2,878
-37% -$257K 0.01% 347
2025
Q3 		$715K Buy
7,816
+869
+13% +$78.9K 0.01% 310
2025
Q2 		$688K Buy
6,947
+116
+2% +$11.2K 0.01% 309
2025
Q1 		$705K Buy
6,831
+351
+5% +$34.3K 0.01% 304
2024
Q4 		$600K Buy
6,480
+117
+2% +$11.7K 0.01% 327
2024
Q3 		$661K Buy
6,363
+227
+4% +$21.6K 0.01% 326
2024
Q2 		$591K Buy
6,136
+81
+1% +$7.81K 0.01% 310
2024
Q1 		$601K Buy
6,055
+645
+12% +$59.6K 0.01% 314
2023
Q4 		$484K Buy
+5,410
New +$450K 0.02% 311

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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Mesirow Financial Investment Management's OTIS Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Otis Worldwide (OTIS) stake by 50% in Q2 2026, selling an estimated $351K and leaving 4,746 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #425.

Mesirow Financial Investment Management first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $728K in Q1 2026. 440 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Mesirow Financial Investment Management held 4,746 shares of Otis Worldwide worth $340K as of Q2 2026.
  • Mesirow Financial Investment Management sold 4,698 Otis Worldwide shares in Q2 2026, an estimated $351K.
  • Otis Worldwide made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #425 holding.
  • Mesirow Financial Investment Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Otis Worldwide position peaked at $728K in Q1 2026.
  • 440 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.