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Sage Capital Management’s Otis Worldwide OTIS Stock Holding History

Sage 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
-3,923
Closed -$303K – 177
2026
Q1 		$303K Sell
3,923
-1,647
-30% -$144K 0.14% 124
2025
Q4 		$487K Sell
5,570
-12,964
-70% -$1.16M 0.22% 87
2025
Q3 		$1.69M Sell
18,534
-511
-3% -$46.4K 0.76% 40
2025
Q2 		$1.89M Sell
19,045
-330
-2% -$31.9K 0.91% 28
2025
Q1 		$2M Sell
19,375
-158
-0.8% -$15.4K 1.09% 24
2024
Q4 		$1.81M Buy
19,533
+241
+1% +$24.2K 0.91% 27
2024
Q3 		$2.01M Buy
+19,292
New +$1.84M 0.96% 26

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

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

Sage Capital Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,923 shares — an estimated $303K sold.

Sage Capital Management first reported a position in OTIS in Q3 2024 and held it in 7 quarters. The position peaked at $2.01M in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sage Capital Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Sage Capital Management sold 3,923 Otis Worldwide shares in Q2 2026, an estimated $303K.
  • Sage Capital Management first reported a position in Otis Worldwide in Q3 2024 and held it in 7 quarters.
  • Sage Capital Management's Otis Worldwide position peaked at $2.01M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.