SMH
OTIS icon

Sanders Morris Harris’s Otis Worldwide OTIS Stock Holding History

Sanders Morris Harris’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
-3,500
Closed -$270K – 215
2026
Q1 		$270K Buy
+3,500
New +$306K 0.04% 242
2025
Q4 		– Sell
-4,500
Closed -$411K – 223
2025
Q3 		$411K Buy
4,500
+1,413
+46% +$128K 0.05% 188
2025
Q2 		$306K Buy
+3,087
New +$298K 0.07% 102

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

Sanders Morris Harris's OTIS Position: Q2 2026 in Review

Sanders Morris Harris sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,500 shares — an estimated $270K sold.

Sanders Morris Harris first reported a position in OTIS in Q2 2025 and held it in 3 quarters. The position peaked at $411K in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sanders Morris Harris reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 3,500 Otis Worldwide shares in Q2 2026, an estimated $270K.
  • Sanders Morris Harris first reported a position in Otis Worldwide in Q2 2025 and held it in 3 quarters.
  • Sanders Morris Harris's Otis Worldwide position peaked at $411K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.