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Moody National Bank Trust Division’s Otis Worldwide OTIS Stock Holding History

Moody National Bank Trust Division’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 		$257K Buy
3,596
+30
+0.8% +$2.24K 0.02% 448
2026
Q1 		$275K Buy
3,566
+64
+2% +$5.6K 0.03% 432
2025
Q4 		$306K Sell
3,502
-1,912
-35% -$171K 0.03% 404
2025
Q3 		$495K Buy
5,414
+465
+9% +$42.2K 0.04% 347
2025
Q2 		$490K Sell
4,949
-182
-4% -$17.6K 0.04% 340
2025
Q1 		$530K Sell
5,131
-70
-1% -$6.84K 0.06% 332
2024
Q4 		$482K Sell
5,201
-349
-6% -$35K 0.05% 350
2024
Q3 		$577K Buy
5,550
+870
+19% +$82.9K 0.06% 323
2024
Q2 		$450K Sell
4,680
-71
-1% -$6.84K 0.04% 325
2024
Q1 		$472K Buy
4,751
+20
+0.4% +$1.85K 0.04% 336
2023
Q4 		$423K Sell
4,731
-4,719
-50% -$392K 0.03% 360
2023
Q3 		$759K Buy
9,450
+1,030
+12% +$88.1K 0.05% 283
2023
Q2 		$749K Buy
8,420
+82
+1% +$6.91K 0.05% 281
2023
Q1 		$704K Sell
8,338
-20
-0.2% -$1.66K 0.06% 270
2022
Q4 		$655K Sell
8,358
-1,402
-14% -$104K 0.06% 276
2022
Q3 		$622K Hold
9,760
– – 0.06% 274
2022
Q2 		$690K Sell
9,760
-1,029
-10% -$75.8K 0.07% 226
2022
Q1 		$830K Sell
10,789
-1,403
-12% -$112K 0.03% 236
2021
Q4 		$1.06M Sell
12,192
-46,636
-79% -$3.9M 0.03% 215
2021
Q3 		$4.84M Sell
58,828
-66
-0.1% -$5.8K 0.07% 175
2021
Q2 		$4.82M Sell
58,894
-97
-0.2% -$7.47K 0.1% 180
2021
Q1 		$4.04M Sell
58,991
-24
-0% -$1.57K 0.1% 184
2020
Q4 		$3.99M Buy
59,015
+104
+0.2% +$6.75K 0.1% 176
2020
Q3 		$3.68M Hold
58,911
– – 0.11% 157
2020
Q2 		$3.35M Buy
+58,911
New +$3.05M 0.1% 157

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
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
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

Moody National Bank Trust Division's OTIS Position: Q2 2026 in Review

Moody National Bank Trust Division increased its Otis Worldwide (OTIS) stake by 0.84% in Q2 2026, buying an estimated $2.24K and bringing the position to 3,596 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #448.

Moody National Bank Trust Division first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.84M in Q3 2021. 426 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Moody National Bank Trust Division held 3,596 shares of Otis Worldwide worth $257K as of Q2 2026.
  • Moody National Bank Trust Division bought 30 Otis Worldwide shares in Q2 2026, an estimated $2.24K.
  • Otis Worldwide made up 0.02% of Moody National Bank Trust Division's portfolio in Q2 2026, its #448 holding.
  • Moody National Bank Trust Division first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Moody National Bank Trust Division's Otis Worldwide position peaked at $4.84M in Q3 2021.
  • 426 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.