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Radnor Capital Management’s Otis Worldwide OTIS Stock Holding History

Radnor 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 		– Sell
-3,892
Closed -$300K – 324
2026
Q1 		$300K Hold
3,892
– – 0.04% 271
2025
Q4 		$340K Sell
3,892
-140
-3% -$12.5K 0.05% 265
2025
Q3 		$369K Sell
4,032
-520
-11% -$47.2K 0.06% 262
2025
Q2 		$451K Hold
4,552
– – 0.07% 234
2025
Q1 		$470K Hold
4,552
– – 0.08% 228
2024
Q4 		$422K Sell
4,552
-224
-5% -$22.5K 0.07% 243
2024
Q3 		$496K Buy
4,776
+224
+5% +$21.3K 0.07% 237
2024
Q2 		$438K Buy
4,552
+105
+2% +$10.1K 0.13% 121
2024
Q1 		$441K Buy
4,447
+2,024
+84% +$187K 0.08% 239
2023
Q4 		$217K Buy
+2,423
New +$201K 0.04% 303
2023
Q3 		– Sell
-2,259
Closed -$201K – 303
2023
Q2 		$201K Buy
+2,259
New +$190K 0.09% 122

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

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

Radnor Capital Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,892 shares — an estimated $300K sold.

Radnor Capital Management first reported a position in OTIS in Q2 2023 and held it in 11 quarters. The position peaked at $496K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Radnor Capital Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Radnor Capital Management sold 3,892 Otis Worldwide shares in Q2 2026, an estimated $300K.
  • Radnor Capital Management first reported a position in Otis Worldwide in Q2 2023 and held it in 11 quarters.
  • Radnor Capital Management's Otis Worldwide position peaked at $496K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.