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Rockland Trust’s Otis Worldwide OTIS Stock Holding History

Rockland Trust’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 		$625K Sell
8,725
-130
-1% -$9.71K 0.02% 208
2026
Q1 		$683K Sell
8,855
-1,145
-11% -$100K 0.03% 193
2025
Q4 		$874K Sell
10,000
-2,306
-19% -$206K 0.03% 159
2025
Q3 		$1.13M Sell
12,306
-6,854
-36% -$622K 0.05% 149
2025
Q2 		$1.9M Sell
19,160
-1,993
-9% -$192K 0.09% 97
2025
Q1 		$2.18M Sell
21,153
-1,020
-5% -$99.6K 0.11% 89
2024
Q4 		$2.05M Sell
22,173
-1,257
-5% -$126K 0.1% 92
2024
Q3 		$2.44M Buy
23,430
+2,287
+11% +$218K 0.12% 90
2024
Q2 		$2.04M Buy
21,143
+1,767
+9% +$170K 0.11% 94
2024
Q1 		$1.92M Sell
19,376
-1,985
-9% -$183K 0.1% 98
2023
Q4 		$1.91M Sell
21,361
-4,410
-17% -$367K 0.1% 100
2023
Q3 		$2.07M Sell
25,771
-2,098
-8% -$179K 0.12% 90
2023
Q2 		$2.48M Sell
27,869
-5,605
-17% -$472K 0.15% 88
2023
Q1 		$2.83M Sell
33,474
-17,105
-34% -$1.42M 0.18% 84
2022
Q4 		$3.96M Sell
50,579
-2,803
-5% -$207K 0.25% 80
2022
Q3 		$3.41M Sell
53,382
-3,216
-6% -$235K 0.24% 81
2022
Q2 		$4M Sell
56,598
-2,455
-4% -$181K 0.28% 77
2022
Q1 		$4.54M Sell
59,053
-10,239
-15% -$818K 0.29% 74
2021
Q4 		$6.03M Sell
69,292
-101,806
-60% -$8.52M 0.38% 70
2021
Q3 		$14.1M Sell
171,098
-5,052
-3% -$444K 0.98% 34
2021
Q2 		$14.4M Sell
176,150
-1,766
-1% -$136K 1% 32
2021
Q1 		$12.2M Buy
177,916
+1,868
+1% +$122K 0.88% 41
2020
Q4 		$11.9M Buy
176,048
+3,594
+2% +$233K 0.92% 42
2020
Q3 		$10.8M Buy
172,454
+3,921
+2% +$240K 0.92% 40
2020
Q2 		$9.58M Buy
+168,533
New +$8.73M 0.86% 42

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

Rockland Trust's OTIS Position: Q2 2026 in Review

Rockland Trust reduced its Otis Worldwide (OTIS) stake by 1.5% in Q2 2026, selling an estimated $9.71K and leaving 8,725 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #208.

Rockland Trust first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $14.4M in Q2 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Rockland Trust held 8,725 shares of Otis Worldwide worth $625K as of Q2 2026.
  • Rockland Trust sold 130 Otis Worldwide shares in Q2 2026, an estimated $9.71K.
  • Otis Worldwide made up 0.02% of Rockland Trust's portfolio in Q2 2026, its #208 holding.
  • Rockland Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Rockland Trust's Otis Worldwide position peaked at $14.4M in Q2 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.