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Oakworth Capital’s Otis Worldwide OTIS Stock Holding History

Oakworth Capital’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 		$22.4K Sell
314
-15
-5% -$1.12K ﹤0.01% 589
2026
Q1 		$25.4K Sell
329
-14
-4% -$1.23K ﹤0.01% 549
2025
Q4 		$30K Hold
343
– – ﹤0.01% 517
2025
Q3 		$31.4K Buy
343
+113
+49% +$10.3K ﹤0.01% 502
2025
Q2 		$22.8K Sell
230
-100
-30% -$9.65K ﹤0.01% 431
2025
Q1 		$34.1K Hold
330
– – ﹤0.01% 405
2024
Q4 		$30.6K Hold
330
– – ﹤0.01% 421
2024
Q3 		$34.3K Buy
330
+6
+2% +$572 ﹤0.01% 404
2024
Q2 		$31.2K Hold
324
– – ﹤0.01% 401
2024
Q1 		$32.2K Sell
324
-92
-22% -$8.5K ﹤0.01% 371
2023
Q4 		$37.2K Sell
416
-43
-9% -$3.58K ﹤0.01% 355
2023
Q3 		$36.9K Sell
459
-27
-6% -$2.31K ﹤0.01% 332
2023
Q2 		$43.3K Buy
486
+100
+26% +$8.43K ﹤0.01% 322
2023
Q1 		$32.6K Sell
386
-200
-34% -$16.6K ﹤0.01% 340
2022
Q4 		$45.9K Sell
586
-500
-46% -$36.9K ﹤0.01% 292
2022
Q3 		$69K Hold
1,086
– – 0.01% 261
2022
Q2 		$76K Hold
1,086
– – 0.01% 257
2022
Q1 		$84K Hold
1,086
– – 0.01% 255
2021
Q4 		$94K Hold
1,086
– – 0.01% 271
2021
Q3 		$89K Sell
1,086
-186
-15% -$16.4K 0.01% 258
2021
Q2 		$104K Sell
1,272
-24
-2% -$1.85K 0.01% 243
2021
Q1 		$88K Buy
1,296
+680
+110% +$44.5K 0.01% 251
2020
Q4 		$41K Sell
616
-37
-6% -$2.4K 0.01% 303
2020
Q3 		$41K Sell
653
-4
-0.6% -$245 0.01% 304
2020
Q2 		$37K Buy
+657
New +$34K 0.01% 303

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

Oakworth Capital's OTIS Position: Q2 2026 in Review

Oakworth Capital reduced its Otis Worldwide (OTIS) stake by 4.6% in Q2 2026, selling an estimated $1.12K and leaving 314 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Oakworth Capital first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $104K in Q2 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Oakworth Capital held 314 shares of Otis Worldwide worth $22.4K as of Q2 2026.
  • Oakworth Capital sold 15 Otis Worldwide shares in Q2 2026, an estimated $1.12K.
  • Otis Worldwide made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #589 holding.
  • Oakworth Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Oakworth Capital's Otis Worldwide position peaked at $104K in Q2 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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