RBC
OTIS icon

Romano Brothers & Co’s Otis Worldwide OTIS Stock Holding History

Romano Brothers & Co’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 		$481K Sell
6,719
-92
-1% -$6.87K 0.05% 242
2026
Q1 		$525K Sell
6,811
-125
-2% -$10.9K 0.06% 226
2025
Q4 		$606K Sell
6,936
-100
-1% -$8.95K 0.07% 209
2025
Q3 		$643K Sell
7,036
-38
-0.5% -$3.45K 0.07% 206
2025
Q2 		$700K Sell
7,074
-85
-1% -$8.21K 0.09% 190
2025
Q1 		$739K Sell
7,159
-88
-1% -$8.6K 0.1% 181
2024
Q4 		$671K Sell
7,247
-137
-2% -$13.7K 0.08% 186
2024
Q3 		$767K Hold
7,384
– – 0.1% 181
2024
Q2 		$711K Hold
7,384
– – 0.1% 176
2024
Q1 		$733K Sell
7,384
-22
-0.3% -$2.03K 0.1% 177
2023
Q4 		$663K Sell
7,406
-457
-6% -$38K 0.1% 172
2023
Q3 		$631K Sell
7,863
-148
-2% -$12.7K 0.1% 177
2023
Q2 		$713K Sell
8,011
-200
-2% -$16.9K 0.11% 167
2023
Q1 		$693K Hold
8,211
– – 0.11% 175
2022
Q4 		$643K Sell
8,211
-445
-5% -$32.9K 0.1% 181
2022
Q3 		$552K Buy
+8,656
New +$633K 0.09% 188

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

Romano Brothers & Co's OTIS Position: Q2 2026 in Review

Romano Brothers & Co reduced its Otis Worldwide (OTIS) stake by 1.4% in Q2 2026, selling an estimated $6.87K and leaving 6,719 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #242.

Romano Brothers & Co first reported a position in OTIS in Q3 2022 and has held it in 16 quarters since. The position peaked at $767K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Romano Brothers & Co held 6,719 shares of Otis Worldwide worth $481K as of Q2 2026.
  • Romano Brothers & Co sold 92 Otis Worldwide shares in Q2 2026, an estimated $6.87K.
  • Otis Worldwide made up 0.05% of Romano Brothers & Co's portfolio in Q2 2026, its #242 holding.
  • Romano Brothers & Co first reported a position in Otis Worldwide in Q3 2022 and has held it in 16 quarters since.
  • Romano Brothers & Co's Otis Worldwide position peaked at $767K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.