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Moody Lynn & Lieberson’s Otis Worldwide OTIS Stock Holding History

Moody Lynn & Lieberson’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 		$709K Sell
9,903
-247
-2% -$18.4K 0.04% 145
2026
Q1 		$782K Sell
10,150
-215
-2% -$18.8K 0.04% 131
2025
Q4 		$905K Sell
10,365
-81
-0.8% -$7.25K 0.05% 126
2025
Q3 		$955K Sell
10,446
-1,029
-9% -$93.4K 0.05% 121
2025
Q2 		$1.14M Sell
11,475
-17
-0.1% -$1.64K 0.07% 114
2025
Q1 		$1.19M Sell
11,492
-1,163
-9% -$114K 0.08% 106
2024
Q4 		$1.17M Sell
12,655
-1,603
-11% -$161K 0.07% 105
2024
Q3 		$1.48M Sell
14,258
-272
-2% -$25.9K 0.09% 105
2024
Q2 		$1.4M Sell
14,530
-350
-2% -$33.7K 0.09% 98
2024
Q1 		$1.48M Sell
14,880
-5,519
-27% -$510K 0.1% 97
2023
Q4 		$1.83M Sell
20,399
-728
-3% -$60.5K 0.14% 90
2023
Q3 		$1.7M Sell
21,127
-514
-2% -$44K 0.15% 84
2023
Q2 		$1.93M Sell
21,641
-357
-2% -$30.1K 0.16% 81
2023
Q1 		$1.86M Sell
21,998
-892
-4% -$73.8K 0.17% 86
2022
Q4 		$1.79M Sell
22,890
-3,107
-12% -$229K 0.16% 88
2022
Q3 		$1.66M Sell
25,997
-1,877
-7% -$137K 0.16% 86
2022
Q2 		$1.97M Sell
27,874
-192,484
-87% -$14.2M 0.18% 84
2022
Q1 		$17M Sell
220,358
-28,906
-12% -$2.31M 1.24% 31
2021
Q4 		$21.7M Buy
249,264
+354
+0.1% +$29.6K 1.46% 26
2021
Q3 		$20.5M Sell
248,910
-3,901
-2% -$343K 1.54% 24
2021
Q2 		$20.7M Sell
252,811
-7,514
-3% -$578K 1.56% 24
2021
Q1 		$17.8M Buy
260,325
+3,457
+1% +$226K 1.48% 24
2020
Q4 		$17.4M Buy
256,868
+24,559
+11% +$1.59M 1.49% 23
2020
Q3 		$14.5M Buy
232,309
+52,638
+29% +$3.22M 1.44% 27
2020
Q2 		$10.2M Buy
+179,671
New +$9.31M 1.11% 33

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

Moody Lynn & Lieberson's OTIS Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Otis Worldwide (OTIS) stake by 2.4% in Q2 2026, selling an estimated $18.4K and leaving 9,903 shares worth $709K. The position accounts for 0.04% of the portfolio, ranked #145.

Moody Lynn & Lieberson first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $21.7M in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Moody Lynn & Lieberson held 9,903 shares of Otis Worldwide worth $709K as of Q2 2026.
  • Moody Lynn & Lieberson sold 247 Otis Worldwide shares in Q2 2026, an estimated $18.4K.
  • Otis Worldwide made up 0.04% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #145 holding.
  • Moody Lynn & Lieberson first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Moody Lynn & Lieberson's Otis Worldwide position peaked at $21.7M in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.