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Neville Rodie & Shaw’s Otis Worldwide OTIS Stock Holding History

Neville Rodie & Shaw’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 		$795K Hold
11,108
– – 0.05% 143
2026
Q1 		$856K Hold
11,108
– – 0.06% 136
2025
Q4 		$970K Sell
11,108
-50
-0.4% -$4.47K 0.07% 125
2025
Q3 		$1.02M Hold
11,158
– – 0.07% 127
2025
Q2 		$1.1M Hold
11,158
– – 0.08% 125
2025
Q1 		$1.15M Sell
11,158
-400
-3% -$39.1K 0.09% 121
2024
Q4 		$1.07M Hold
11,558
– – 0.08% 128
2024
Q3 		$1.2M Sell
11,558
-50
-0.4% -$4.76K 0.09% 124
2024
Q2 		$1.12M Hold
11,608
– – 0.08% 126
2024
Q1 		$1.15M Hold
11,608
– – 0.09% 124
2023
Q4 		$1.04M Hold
11,608
– – 0.09% 126
2023
Q3 		$932K Hold
11,608
– – 0.08% 129
2023
Q2 		$1.03M Hold
11,608
– – 0.09% 124
2023
Q1 		$980K Sell
11,608
-521
-4% -$43.1K 0.09% 126
2022
Q4 		$950K Hold
12,129
– – 0.09% 130
2022
Q3 		$774K Sell
12,129
-403
-3% -$29.5K 0.08% 137
2022
Q2 		$886K Hold
12,532
– – 0.08% 132
2022
Q1 		$956K Sell
12,532
-100
-0.8% -$7.99K 0.07% 139
2021
Q4 		$1.1M Sell
12,632
-67
-0.5% -$5.61K 0.08% 138
2021
Q3 		$1.04M Sell
12,699
-25
-0.2% -$2.2K 0.08% 133
2021
Q2 		$1.04M Hold
12,724
– – 0.08% 134
2021
Q1 		$871K Sell
12,724
-5,339
-30% -$349K 0.07% 136
2020
Q4 		$1.22M Sell
18,063
-167
-0.9% -$10.8K 0.11% 110
2020
Q3 		$1.14M Sell
18,230
-3,859
-17% -$236K 0.11% 109
2020
Q2 		$1.26M Buy
+22,089
New +$1.14M 0.13% 103

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

Neville Rodie & Shaw's OTIS Position: Q2 2026 in Review

Neville Rodie & Shaw held its Otis Worldwide (OTIS) position steady in Q2 2026 at 11,108 shares worth $795K. The position accounts for 0.05% of the portfolio, ranked #143.

Neville Rodie & Shaw first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.26M in Q2 2020. 333 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Neville Rodie & Shaw held 11,108 shares of Otis Worldwide worth $795K as of Q2 2026.
  • Neville Rodie & Shaw left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.05% of Neville Rodie & Shaw's portfolio in Q2 2026, its #143 holding.
  • Neville Rodie & Shaw first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Neville Rodie & Shaw's Otis Worldwide position peaked at $1.26M in Q2 2020.
  • 333 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.