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Salem Investment Counselors’s Otis Worldwide OTIS Stock Holding History

Salem Investment Counselors’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 		$677K Sell
9,460
-42
-0.4% -$3.14K 0.02% 275
2026
Q1 		$732K Hold
9,502
– – 0.02% 252
2025
Q4 		$830K Buy
9,502
+1,646
+21% +$147K 0.02% 230
2025
Q3 		$718K Buy
7,856
+289
+4% +$26.2K 0.02% 250
2025
Q2 		$749K Sell
7,567
-82
-1% -$7.92K 0.02% 239
2025
Q1 		$789K Sell
7,649
-1,277
-14% -$125K 0.03% 220
2024
Q4 		$827K Sell
8,926
-264
-3% -$26.5K 0.03% 219
2024
Q3 		$955K Buy
9,190
+87
+1% +$8.29K 0.03% 206
2024
Q2 		$876K Sell
9,103
-356
-4% -$34.3K 0.03% 209
2024
Q1 		$939K Sell
9,459
-164
-2% -$15.2K 0.03% 205
2023
Q4 		$861K Sell
9,623
-360
-4% -$29.9K 0.03% 200
2023
Q3 		$802K Sell
9,983
-612
-6% -$52.3K 0.03% 192
2023
Q2 		$943K Sell
10,595
-122
-1% -$10.3K 0.03% 180
2023
Q1 		$905K Buy
10,717
+3,945
+58% +$326K 0.04% 185
2022
Q4 		$530K Buy
6,772
+419
+7% +$30.9K 0.02% 237
2022
Q3 		$405K Sell
6,353
-610
-9% -$44.6K 0.02% 245
2022
Q2 		$492K Sell
6,963
-816
-10% -$60.1K 0.02% 246
2022
Q1 		$599K Buy
7,779
+21
+0.3% +$1.68K 0.02% 236
2021
Q4 		$675K Sell
7,758
-2,877
-27% -$241K 0.02% 242
2021
Q3 		$875K Sell
10,635
-1,316
-11% -$116K 0.05% 187
2021
Q2 		$977K Sell
11,951
-625
-5% -$48.1K 0.05% 175
2021
Q1 		$861K Sell
12,576
-1,359
-10% -$88.8K 0.05% 171
2020
Q4 		$941K Sell
13,935
-795
-5% -$51.6K 0.06% 156
2020
Q3 		$919K Sell
14,730
-22,475
-60% -$1.37M 0.07% 147
2020
Q2 		$2.12M Buy
+37,205
New +$1.93M 0.18% 99

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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Salem Investment Counselors's OTIS Position: Q2 2026 in Review

Salem Investment Counselors reduced its Otis Worldwide (OTIS) stake by 0.44% in Q2 2026, selling an estimated $3.14K and leaving 9,460 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #275.

Salem Investment Counselors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.12M in Q2 2020. 418 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Salem Investment Counselors held 9,460 shares of Otis Worldwide worth $677K as of Q2 2026.
  • Salem Investment Counselors sold 42 Otis Worldwide shares in Q2 2026, an estimated $3.14K.
  • Otis Worldwide made up 0.02% of Salem Investment Counselors's portfolio in Q2 2026, its #275 holding.
  • Salem Investment Counselors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Salem Investment Counselors's Otis Worldwide position peaked at $2.12M in Q2 2020.
  • 418 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.