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OTIS icon

SignatureFD’s Otis Worldwide OTIS Stock Holding History

SignatureFD’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 		$357K Buy
4,984
+882
+22% +$65.9K ﹤0.01% 802
2026
Q1 		$316K Sell
4,102
-622
-13% -$54.4K ﹤0.01% 787
2025
Q4 		$413K Sell
4,724
-97
-2% -$8.68K 0.01% 672
2025
Q3 		$441K Sell
4,821
-1,251
-21% -$114K 0.01% 631
2025
Q2 		$601K Sell
6,072
-358
-6% -$34.6K 0.01% 503
2025
Q1 		$664K Buy
6,430
+729
+13% +$71.2K 0.01% 444
2024
Q4 		$528K Buy
5,701
+718
+14% +$72K 0.01% 507
2024
Q3 		$518K Sell
4,983
-458
-8% -$43.6K 0.01% 518
2024
Q2 		$524K Buy
5,441
+712
+15% +$68.6K 0.01% 479
2024
Q1 		$469K Buy
4,729
+11
+0.2% +$1.02K 0.01% 521
2023
Q4 		$422K Buy
4,718
+15
+0.3% +$1.25K 0.01% 520
2023
Q3 		$378K Buy
4,703
+267
+6% +$22.8K 0.01% 529
2023
Q2 		$395K Sell
4,436
-100
-2% -$8.43K 0.01% 521
2023
Q1 		$383K Buy
4,536
+362
+9% +$30K 0.01% 514
2022
Q4 		$327K Sell
4,174
-654
-14% -$48.3K 0.01% 534
2022
Q3 		$308K Buy
4,828
+9
+0.2% +$658 0.01% 527
2022
Q2 		$341K Buy
4,819
+755
+19% +$55.6K 0.01% 490
2022
Q1 		$313K Buy
4,064
+204
+5% +$16.3K 0.01% 565
2021
Q4 		$336K Buy
3,860
+73
+2% +$6.11K 0.01% 531
2021
Q3 		$312K Buy
3,787
+1,049
+38% +$92.2K 0.01% 526
2021
Q2 		$224K Buy
2,738
+9
+0.3% +$693 0.01% 619
2021
Q1 		$187K Buy
2,729
+270
+11% +$17.6K 0.01% 619
2020
Q4 		$166K Sell
2,459
-689
-22% -$44.7K 0.01% 600
2020
Q3 		$196K Buy
3,148
+485
+18% +$29.7K 0.01% 486
2020
Q2 		$151K Buy
+2,663
New +$138K 0.01% 539

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

SignatureFD's OTIS Position: Q2 2026 in Review

SignatureFD increased its Otis Worldwide (OTIS) stake by 22% in Q2 2026, buying an estimated $65.9K and bringing the position to 4,984 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

SignatureFD first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $664K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • SignatureFD held 4,984 shares of Otis Worldwide worth $357K as of Q2 2026.
  • SignatureFD bought 882 Otis Worldwide shares in Q2 2026, an estimated $65.9K.
  • Otis Worldwide made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #802 holding.
  • SignatureFD first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • SignatureFD's Otis Worldwide position peaked at $664K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.