Thurston Springer Miller Herd & Titak’s Otis Worldwide OTIS Stock Holding History

Thurston Springer Miller Herd & Titak’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	$8.92K	Buy	124 +8	+7%	+$598	﹤0.01%	867
2026 Q1	$8.98K	Sell	116 -61	-34%	-$5.34K	﹤0.01%	935
2025 Q4	$15.5K	Buy	177 +134	+312%	+$12K	0.01%	820
2025 Q3	$3.93K	Sell	43 -823	-95%	-$74.7K	0.01%	434
2025 Q2	$85.8K	Buy	866 +38	+5%	+$3.67K	0.01%	537
2025 Q1	$85.5K	Buy	828 +110	+15%	+$10.7K	0.01%	495
2024 Q4	$66.5K	Buy	718 +226	+46%	+$22.7K	0.01%	465
2024 Q3	$51.2K	Sell	492 -25	-5%	-$2.38K	0.01%	557
2024 Q2	$49.8K	Buy	+517	New	+$49.8K	0.02%	556

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Thurston Springer Miller Herd & Titak's OTIS Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Otis Worldwide (OTIS) stake by 6.9% in Q2 2026, buying an estimated $598 and bringing the position to 124 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Thurston Springer Miller Herd & Titak first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $85.8K in Q2 2025. 388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Thurston Springer Miller Herd & Titak held 124 shares of Otis Worldwide worth $8.92K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 8 Otis Worldwide shares in Q2 2026, an estimated $598.
Otis Worldwide made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #867 holding.
Thurston Springer Miller Herd & Titak first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Otis Worldwide position peaked at $85.8K in Q2 2025.
388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.