Scharf Investments’s Otis Worldwide OTIS Stock Holding History

Scharf Investments’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	$72.2M	Sell	1,007,995 -158,574	-14%	-$11.8M	2.38%	19
2026 Q1	$89.9M	Buy	1,166,569 +21,529	+2%	+$1.88M	2.77%	16
2025 Q4	$100M	Buy	1,145,040 +344,439	+43%	+$30.8M	2.69%	17
2025 Q3	$73.2M	Buy	+800,601	New	+$72.7M	1.84%	26
2021 Q3	–	Sell	-5,379	Closed	-$440K	–	49
2021 Q2	$440K	Sell	5,379 -433,316	-99%	-$33.3M	0.01%	49
2021 Q1	$30M	Sell	438,695 -59,226	-12%	-$3.87M	1.04%	24
2020 Q4	$33.6M	Sell	497,921 -74,712	-13%	-$4.85M	1.27%	23
2020 Q3	$35.7M	Sell	572,633 -150,851	-21%	-$9.23M	1.54%	23
2020 Q2	$41.1M	Buy	+723,484	New	+$37.5M	1.84%	22

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

AAS

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments's OTIS Position: Q2 2026 in Review

Scharf Investments reduced its Otis Worldwide (OTIS) stake by 14% in Q2 2026, selling an estimated $11.8M and leaving 1,007,995 shares worth $72.2M. The position accounts for 2.38% of the portfolio, ranked #19.

Scharf Investments first reported a position in OTIS in Q2 2020 and has held it in 9 quarters since. The position peaked at $100M in Q4 2025. 169 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Scharf Investments held 1,007,995 shares of Otis Worldwide worth $72.2M as of Q2 2026.
Scharf Investments sold 158,574 Otis Worldwide shares in Q2 2026, an estimated $11.8M.
Otis Worldwide made up 2.38% of Scharf Investments's portfolio in Q2 2026, its #19 holding.
Scharf Investments first reported a position in Otis Worldwide in Q2 2020 and has held it in 9 quarters since.
Scharf Investments's Otis Worldwide position peaked at $100M in Q4 2025.
169 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.