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PineStone Asset Management’s Otis Worldwide OTIS Stock Holding History

PineStone Asset 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 		$307M Sell
4,290,454
-203,428
-5% -$15.2M 1.9% 19
2026
Q1 		$346M Sell
4,493,882
-186,115
-4% -$16.3M 2.43% 15
2025
Q4 		$409M Buy
4,679,997
+163,476
+4% +$14.6M 2.54% 13
2025
Q3 		$413M Sell
4,516,521
-122,544
-3% -$11.1M 2.57% 12
2025
Q2 		$459M Buy
4,639,065
+543,933
+13% +$52.5M 2.97% 12
2025
Q1 		$423M Buy
4,095,132
+1,092,713
+36% +$107M 3.19% 12
2024
Q4 		$278M Buy
3,002,419
+121,322
+4% +$12.2M 2.61% 16
2024
Q3 		$299M Buy
2,881,097
+143,100
+5% +$13.6M 2.89% 14
2024
Q2 		$264M Buy
2,737,997
+864,646
+46% +$83.3M 2.8% 13
2024
Q1 		$186M Sell
1,873,351
-1,465,434
-44% -$135M 2.96% 14
2023
Q4 		$299M Buy
3,338,785
+494,460
+17% +$41.1M 3.21% 13
2023
Q3 		$228M Buy
2,844,325
+2,134,289
+301% +$183M 3.29% 15
2023
Q2 		$63.2M Sell
710,036
-977,222
-58% -$82.3M 3.05% 15
2023
Q1 		$142M Buy
1,687,258
+1,474,467
+693% +$122M 3.44% 16
2022
Q4 		$16.7M Buy
+212,791
New +$15.7M 3.13% 14

Other funds holding OTIS

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
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
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
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PineStone Asset Management's OTIS Position: Q2 2026 in Review

PineStone Asset Management reduced its Otis Worldwide (OTIS) stake by 4.5% in Q2 2026, selling an estimated $15.2M and leaving 4,290,454 shares worth $307M. The position accounts for 1.9% of the portfolio, ranked #19.

PineStone Asset Management first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $459M in Q2 2025. 249 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • PineStone Asset Management held 4,290,454 shares of Otis Worldwide worth $307M as of Q2 2026.
  • PineStone Asset Management sold 203,428 Otis Worldwide shares in Q2 2026, an estimated $15.2M.
  • Otis Worldwide made up 1.9% of PineStone Asset Management's portfolio in Q2 2026, its #19 holding.
  • PineStone Asset Management first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
  • PineStone Asset Management's Otis Worldwide position peaked at $459M in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on PineStone Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.