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Steph & Co’s Otis Worldwide OTIS Stock Holding History

Steph & Co’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 		$90.3K Hold
1,261
– – 0.02% 148
2026
Q1 		$97.2K Hold
1,261
– – 0.03% 150
2025
Q4 		$110K Hold
1,261
– – 0.03% 139
2025
Q3 		$115K Hold
1,261
– – 0.04% 138
2025
Q2 		$125K Hold
1,261
– – 0.04% 122
2025
Q1 		$130K Hold
1,261
– – 0.05% 134
2024
Q4 		$117K Hold
1,261
– – 0.04% 144
2024
Q3 		$131K Hold
1,261
– – 0.04% 144
2024
Q2 		$121K Hold
1,261
– – 0.04% 148
2024
Q1 		$125K Hold
1,261
– – 0.04% 147
2023
Q4 		$113K Hold
1,261
– – 0.06% 135
2023
Q3 		$101K Hold
1,261
– – 0.06% 148
2023
Q2 		$112K Hold
1,261
– – 0.06% 139
2023
Q1 		$106K Hold
1,261
– – 0.07% 136
2022
Q4 		$99K Hold
1,261
– – 0.06% 141
2022
Q3 		$80K Hold
1,261
– – 0.06% 137
2022
Q2 		$89K Hold
1,261
– – 0.05% 137
2022
Q1 		$97K Hold
1,261
– – 0.06% 148
2021
Q4 		$110K Hold
1,261
– – 0.06% 146
2021
Q3 		$104K Hold
1,261
– – 0.07% 138
2021
Q2 		$103K Hold
1,261
– – 0.07% 136
2021
Q1 		$86K Hold
1,261
– – 0.06% 143
2020
Q4 		$85K Hold
1,261
– – 0.06% 139
2020
Q3 		$79K Hold
1,261
– – 0.07% 135
2020
Q2 		$72K Buy
+1,261
New +$65.3K 0.07% 144

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

Steph & Co's OTIS Position: Q2 2026 in Review

Steph & Co held its Otis Worldwide (OTIS) position steady in Q2 2026 at 1,261 shares worth $90.3K. The position accounts for 0.02% of the portfolio, ranked #148.

Steph & Co first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $131K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Steph & Co held 1,261 shares of Otis Worldwide worth $90.3K as of Q2 2026.
  • Steph & Co left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.02% of Steph & Co's portfolio in Q2 2026, its #148 holding.
  • Steph & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Steph & Co's Otis Worldwide position peaked at $131K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.