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Sawyer & Company’s Otis Worldwide OTIS Stock Holding History

Sawyer & Company’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 		$53.7K Hold
750
– – 0.02% 122
2026
Q1 		$57.8K Hold
750
– – 0.02% 119
2025
Q4 		$65.5K Hold
750
– – 0.02% 116
2025
Q3 		$74K Hold
750
– – 0.03% 112
2025
Q2 		$53.7K Hold
750
– – 0.02% 122
2025
Q1 		$77K Hold
750
– – 0.03% 112
2024
Q4 		$69K Buy
+750
New +$75.2K 0.03% 115
2021
Q4 		– Sell
-150
Closed -$12K – 187
2021
Q3 		$12K Buy
+150
New +$13.2K 0.01% 166

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sawyer & Company's OTIS Position: Q2 2026 in Review

Sawyer & Company held its Otis Worldwide (OTIS) position steady in Q2 2026 at 750 shares worth $53.7K. The position accounts for 0.02% of the portfolio, ranked #122.

Sawyer & Company first reported a position in OTIS in Q3 2021 and has held it in 8 quarters since. The position peaked at $77K in Q1 2025. 388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sawyer & Company held 750 shares of Otis Worldwide worth $53.7K as of Q2 2026.
  • Sawyer & Company left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.02% of Sawyer & Company's portfolio in Q2 2026, its #122 holding.
  • Sawyer & Company first reported a position in Otis Worldwide in Q3 2021 and has held it in 8 quarters since.
  • Sawyer & Company's Otis Worldwide position peaked at $77K in Q1 2025.
  • 388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.