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Segall Bryant & Hamill’s Otis Worldwide OTIS Stock Holding History

Segall Bryant & Hamill’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 		$20.4M Buy
285,534
+158,126
+124% +$11.8M 0.24% 153
2026
Q1 		$9.82M Buy
+127,408
New +$11.1M 0.14% 230
2023
Q3 		– Sell
-3,971
Closed -$353K – 644
2023
Q2 		$353K Sell
3,971
-584
-13% -$49.2K ﹤0.01% 617
2023
Q1 		$384K Sell
4,555
-214
-4% -$17.7K ﹤0.01% 605
2022
Q4 		$373K Sell
4,769
-868
-15% -$64.1K ﹤0.01% 615
2022
Q3 		$361K Sell
5,637
-1
-0% -$73 ﹤0.01% 631
2022
Q2 		$397K Sell
5,638
-6
-0.1% -$442 ﹤0.01% 614
2022
Q1 		$435K Sell
5,644
-323
-5% -$25.8K ﹤0.01% 623
2021
Q4 		$517K Sell
5,967
-11
-0.2% -$921 ﹤0.01% 506
2021
Q3 		$485K Sell
5,978
-198
-3% -$17.4K ﹤0.01% 628
2021
Q2 		$498K Sell
6,176
-2,724
-31% -$210K ﹤0.01% 605
2021
Q1 		$607K Sell
8,900
-646
-7% -$42.2K 0.01% 618
2020
Q4 		$646K Sell
9,546
-543
-5% -$35.2K 0.01% 530
2020
Q3 		$625K Sell
10,089
-161
-2% -$9.85K 0.01% 508
2020
Q2 		$587K Buy
+10,250
New +$531K 0.01% 553

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Segall Bryant & Hamill's OTIS Position: Q2 2026 in Review

Segall Bryant & Hamill increased its Otis Worldwide (OTIS) stake by 124% in Q2 2026, buying an estimated $11.8M and bringing the position to 285,534 shares worth $20.4M. The position accounts for 0.24% of the portfolio, ranked #153.

Segall Bryant & Hamill first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Segall Bryant & Hamill held 285,534 shares of Otis Worldwide worth $20.4M as of Q2 2026.
  • Segall Bryant & Hamill bought 158,126 Otis Worldwide shares in Q2 2026, an estimated $11.8M.
  • Otis Worldwide made up 0.24% of Segall Bryant & Hamill's portfolio in Q2 2026, its #153 holding.
  • Segall Bryant & Hamill first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.