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Patton Fund Management’s Otis Worldwide OTIS Stock Holding History

Patton Fund 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 		– Sell
-2,850
Closed -$220K – 361
2026
Q1 		$220K Buy
2,850
+280
+11% +$24.5K 0.04% 423
2025
Q4 		$224K Buy
2,570
+201
+8% +$18K 0.03% 309
2025
Q3 		$217K Hold
2,369
– – 0.04% 402
2025
Q2 		$235K Buy
+2,369
New +$229K 0.05% 279
2023
Q1 		– Sell
-2,556
Closed -$200K – 191
2022
Q4 		$200K Buy
+2,556
New +$189K 0.06% 208

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

Patton Fund Management's OTIS Position: Q2 2026 in Review

Patton Fund Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,850 shares — an estimated $220K sold.

Patton Fund Management first reported a position in OTIS in Q4 2022 and held it in 5 quarters. The position peaked at $235K in Q2 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Patton Fund Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 2,850 Otis Worldwide shares in Q2 2026, an estimated $220K.
  • Patton Fund Management first reported a position in Otis Worldwide in Q4 2022 and held it in 5 quarters.
  • Patton Fund Management's Otis Worldwide position peaked at $235K in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.