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Sumitomo Mitsui DS Asset Management’s Otis Worldwide OTIS Stock Holding History

Sumitomo Mitsui DS Asset Management’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 		$3.75M Hold
52,416
– – 0.03% 411
2026
Q1 		$4.04M Buy
52,416
+932
+2% +$81.5K 0.03% 361
2025
Q4 		$4.5M Buy
51,484
+755
+1% +$67.5K 0.04% 340
2025
Q3 		$4.64M Buy
50,729
+663
+1% +$60.2K 0.04% 327
2025
Q2 		$4.96M Buy
50,066
+5,200
+12% +$502K 0.04% 308
2025
Q1 		$4.63M Buy
44,866
+701
+2% +$68.5K 0.05% 311
2024
Q4 		$4.09M Buy
44,165
+1,038
+2% +$104K 0.04% 325
2024
Q3 		$4.48M Buy
43,127
+191
+0.4% +$18.2K 0.05% 295
2024
Q2 		$4.13M Buy
42,936
+4,545
+12% +$438K 0.05% 291
2024
Q1 		$3.81M Buy
38,391
+97
+0.3% +$8.96K 0.05% 306
2023
Q4 		$3.43M Buy
38,294
+428
+1% +$35.6K 0.04% 337
2023
Q3 		$3.04M Buy
37,866
+3,347
+10% +$286K 0.05% 308
2023
Q2 		$3.07M Buy
34,519
+224
+0.7% +$18.9K 0.05% 303
2023
Q1 		$2.89M Buy
34,295
+284
+0.8% +$23.5K 0.05% 294
2022
Q4 		$2.66M Buy
34,011
+3,722
+12% +$275K 0.05% 294
2022
Q3 		$1.93M Buy
30,289
+517
+2% +$37.8K 0.04% 336
2022
Q2 		$2.1M Buy
29,772
+4,367
+17% +$322K 0.05% 300
2022
Q1 		$1.96M Buy
25,405
+74
+0.3% +$5.91K 0.04% 348
2021
Q4 		$2.21M Buy
25,331
+130
+0.5% +$10.9K 0.05% 345
2021
Q3 		$2.07M Sell
25,201
-228
-0.9% -$20K 0.05% 324
2021
Q2 		$2.08M Sell
25,429
-196
-0.8% -$15.1K 0.05% 319
2021
Q1 		$1.75M Hold
25,625
– – 0.05% 343
2020
Q4 		$1.73M Buy
25,625
+6
+0% +$389 0.05% 329
2020
Q3 		$1.6M Buy
25,619
+388
+2% +$23.7K 0.05% 306
2020
Q2 		$1.43M Buy
+25,231
New +$1.31M 0.05% 308

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

Sumitomo Mitsui DS Asset Management's OTIS Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 52,416 shares worth $3.75M. The position accounts for 0.03% of the portfolio, ranked #411.

Sumitomo Mitsui DS Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.96M in Q2 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 52,416 shares of Otis Worldwide worth $3.75M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.03% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #411 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Sumitomo Mitsui DS Asset Management's Otis Worldwide position peaked at $4.96M in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.