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Monarch Capital Management’s Otis Worldwide OTIS Stock Holding History

Monarch Capital 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 		$606K Sell
8,460
-373
-4% -$27.9K 0.14% 98
2026
Q1 		$681K Sell
8,833
-50
-0.6% -$4.38K 0.17% 86
2025
Q4 		$776K Sell
8,883
-123
-1% -$11K 0.19% 79
2025
Q3 		$823K Sell
9,006
-107
-1% -$9.71K 0.2% 79
2025
Q2 		$902K Sell
9,113
-100
-1% -$9.65K 0.24% 71
2025
Q1 		$951K Sell
9,213
-539
-6% -$52.7K 0.26% 68
2024
Q4 		$903K Sell
9,752
-135
-1% -$13.5K 0.25% 69
2024
Q3 		$1.03M Sell
9,887
-175
-2% -$16.7K 0.28% 67
2024
Q2 		$969K Sell
10,062
-224
-2% -$21.6K 0.28% 70
2024
Q1 		$1.02M Sell
10,286
-177
-2% -$16.4K 0.29% 66
2023
Q4 		$936K Sell
10,463
-485
-4% -$40.3K 0.28% 68
2023
Q3 		$879K Sell
10,948
-679
-6% -$58.1K 0.28% 66
2023
Q2 		$1.03M Sell
11,627
-1,943
-14% -$164K 0.31% 64
2023
Q1 		$1.15M Sell
13,570
-1,365
-9% -$113K 0.35% 63
2022
Q4 		$1.17M Sell
14,935
-1,197
-7% -$88.4K 0.36% 61
2022
Q3 		$1.03M Sell
16,132
-1,004
-6% -$73.5K 0.34% 62
2022
Q2 		$1.21M Buy
17,136
+445
+3% +$32.8K 0.36% 63
2022
Q1 		$1.28M Sell
16,691
-197
-1% -$15.7K 0.34% 64
2021
Q4 		$1.47M Sell
16,888
-797
-5% -$66.7K 0.38% 61
2021
Q3 		$1.46M Sell
17,685
-154
-0.9% -$13.5K 0.4% 61
2021
Q2 		$1.46M Sell
17,839
-725
-4% -$55.8K 0.42% 60
2021
Q1 		$1.27M Sell
18,564
-188
-1% -$12.3K 0.38% 61
2020
Q4 		$1.27M Sell
18,752
-165
-0.9% -$10.7K 0.4% 60
2020
Q3 		$1.18M Sell
18,917
-192
-1% -$11.7K 0.41% 55
2020
Q2 		$1.09M Buy
+19,109
New +$990K 0.4% 54

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

Monarch Capital Management's OTIS Position: Q2 2026 in Review

Monarch Capital Management reduced its Otis Worldwide (OTIS) stake by 4.2% in Q2 2026, selling an estimated $27.9K and leaving 8,460 shares worth $606K. The position accounts for 0.14% of the portfolio, ranked #98.

Monarch Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.47M in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Monarch Capital Management held 8,460 shares of Otis Worldwide worth $606K as of Q2 2026.
  • Monarch Capital Management sold 373 Otis Worldwide shares in Q2 2026, an estimated $27.9K.
  • Otis Worldwide made up 0.14% of Monarch Capital Management's portfolio in Q2 2026, its #98 holding.
  • Monarch Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Monarch Capital Management's Otis Worldwide position peaked at $1.47M in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.