PIM
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Penobscot Investment Management’s Otis Worldwide OTIS Stock Holding History

Penobscot Investment 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 		$426K Sell
5,954
-210
-3% -$15.7K 0.03% 238
2026
Q1 		$475K Hold
6,164
– – 0.04% 225
2025
Q4 		$538K Sell
6,164
-160
-3% -$14.3K 0.04% 209
2025
Q3 		$578K Buy
6,324
+400
+7% +$36.3K 0.04% 210
2025
Q2 		$587K Sell
5,924
-422
-7% -$40.7K 0.05% 201
2025
Q1 		$655K Buy
6,346
+1,148
+22% +$112K 0.06% 184
2024
Q4 		$481K Sell
5,198
-905
-15% -$90.8K 0.04% 208
2024
Q3 		$634K Buy
6,103
+758
+14% +$72.2K 0.06% 193
2024
Q2 		$515K Sell
5,345
-5
-0.1% -$482 0.05% 197
2024
Q1 		$531K Buy
5,350
+175
+3% +$16.2K 0.06% 194
2023
Q4 		$463K Buy
5,175
+332
+7% +$27.6K 0.05% 205
2023
Q3 		$389K Buy
4,843
+1,176
+32% +$101K 0.05% 205
2023
Q2 		$326K Sell
3,667
-160
-4% -$13.5K 0.05% 184
2023
Q1 		$323K Sell
3,827
-60
-2% -$4.96K 0.06% 180
2022
Q4 		$304K Sell
3,887
-45
-1% -$3.32K 0.05% 186
2022
Q3 		$251K Sell
3,932
-150
-4% -$11K 0.05% 199
2022
Q2 		$289K Sell
4,082
-170
-4% -$12.5K 0.05% 191
2022
Q1 		$327K Sell
4,252
-172
-4% -$13.7K 0.05% 197
2021
Q4 		$386K Sell
4,424
-356
-7% -$29.8K 0.05% 187
2021
Q3 		$393K Sell
4,780
-108
-2% -$9.5K 0.06% 182
2021
Q2 		$400K Sell
4,888
-245
-5% -$18.9K 0.06% 179
2021
Q1 		$351K Sell
5,133
-5,604
-52% -$366K 0.06% 181
2020
Q4 		$725K Sell
10,737
-3,656
-25% -$237K 0.12% 133
2020
Q3 		$899K Sell
14,393
-3,162
-18% -$193K 0.17% 111
2020
Q2 		$998K Buy
+17,555
New +$910K 0.2% 99

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

Penobscot Investment Management's OTIS Position: Q2 2026 in Review

Penobscot Investment Management reduced its Otis Worldwide (OTIS) stake by 3.4% in Q2 2026, selling an estimated $15.7K and leaving 5,954 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #238.

Penobscot Investment Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $998K in Q2 2020. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Penobscot Investment Management held 5,954 shares of Otis Worldwide worth $426K as of Q2 2026.
  • Penobscot Investment Management sold 210 Otis Worldwide shares in Q2 2026, an estimated $15.7K.
  • Otis Worldwide made up 0.03% of Penobscot Investment Management's portfolio in Q2 2026, its #238 holding.
  • Penobscot Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Penobscot Investment Management's Otis Worldwide position peaked at $998K in Q2 2020.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Penobscot Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.