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QRG Capital Management’s Otis Worldwide OTIS Stock Holding History

QRG Capital 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 		$1.19M Sell
16,653
-6,781
-29% -$507K 0.01% 573
2026
Q1 		$1.81M Sell
23,434
-1,119
-5% -$97.9K 0.02% 440
2025
Q4 		$2.14M Buy
24,553
+3,157
+15% +$282K 0.02% 396
2025
Q3 		$1.96M Sell
21,396
-13,618
-39% -$1.24M 0.02% 392
2025
Q2 		$3.47M Sell
35,014
-6,090
-15% -$588K 0.03% 374
2025
Q1 		$4.24M Sell
41,104
-2,973
-7% -$290K 0.04% 331
2024
Q4 		$4.08M Buy
44,077
+3,139
+8% +$315K 0.04% 324
2024
Q3 		$4.26M Buy
40,938
+2,958
+8% +$282K 0.05% 308
2024
Q2 		$3.66M Sell
37,980
-1,176
-3% -$113K 0.04% 316
2024
Q1 		$3.89M Buy
39,156
+1,393
+4% +$129K 0.05% 308
2023
Q4 		$3.38M Buy
37,763
+5,577
+17% +$464K 0.05% 323
2023
Q3 		$2.58M Buy
+32,186
New +$2.75M 0.04% 332

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

QRG Capital Management's OTIS Position: Q2 2026 in Review

QRG Capital Management reduced its Otis Worldwide (OTIS) stake by 29% in Q2 2026, selling an estimated $507K and leaving 16,653 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #573.

QRG Capital Management first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.26M in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • QRG Capital Management held 16,653 shares of Otis Worldwide worth $1.19M as of Q2 2026.
  • QRG Capital Management sold 6,781 Otis Worldwide shares in Q2 2026, an estimated $507K.
  • Otis Worldwide made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #573 holding.
  • QRG Capital Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • QRG Capital Management's Otis Worldwide position peaked at $4.26M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.