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Trust Company of Toledo’s Otis Worldwide OTIS Stock Holding History

Trust Company of Toledo’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 		$614K Sell
8,571
-119
-1% -$8.89K 0.05% 217
2026
Q1 		$670K Sell
8,690
-365
-4% -$31.9K 0.06% 204
2025
Q4 		$791K Sell
9,055
-304
-3% -$27.2K 0.08% 184
2025
Q3 		$856K Sell
9,359
-165
-2% -$15K 0.09% 177
2025
Q2 		$943K Sell
9,524
-180
-2% -$17.4K 0.1% 165
2025
Q1 		$1M Sell
9,704
-112
-1% -$10.9K 0.13% 139
2024
Q4 		$909K Buy
9,816
+72
+0.7% +$7.22K 0.12% 142
2024
Q3 		$1.01M Sell
9,744
-89
-0.9% -$8.48K 0.14% 137
2024
Q2 		$947K Buy
9,833
+35
+0.4% +$3.37K 0.14% 131
2024
Q1 		$973K Sell
9,798
-216
-2% -$20K 0.15% 131
2023
Q4 		$896K Sell
10,014
-325
-3% -$27K 0.15% 132
2023
Q3 		$830K Sell
10,339
-1,402
-12% -$120K 0.16% 123
2023
Q2 		$1.05M Sell
11,741
-50
-0.4% -$4.21K 0.18% 106
2023
Q1 		$995K Sell
11,791
-352
-3% -$29.1K 0.18% 108
2022
Q4 		$950 Sell
12,143
-305
-2% -$22.5K 0.18% 108
2022
Q3 		$794K Sell
12,448
-312
-2% -$22.8K 0.15% 110
2022
Q2 		$902K Sell
12,760
-107
-0.8% -$7.88K 0.16% 107
2022
Q1 		$990K Sell
12,867
-127
-1% -$10.2K 0.15% 114
2021
Q4 		$1.13M Sell
12,994
-69
-0.5% -$5.78K 0.17% 108
2021
Q3 		$1.07M Sell
13,063
-411
-3% -$36.1K 0.18% 107
2021
Q2 		$1.1M Sell
13,474
-482
-3% -$37.1K 0.19% 103
2021
Q1 		$956K Sell
13,956
-1,677
-11% -$110K 0.17% 105
2020
Q4 		$1.06M Sell
15,633
-931
-6% -$60.4K 0.2% 94
2020
Q3 		$1.03M Sell
16,564
-655
-4% -$40.1K 0.23% 90
2020
Q2 		$979K Buy
+17,219
New +$892K 0.23% 89

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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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)
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

Trust Company of Toledo's OTIS Position: Q2 2026 in Review

Trust Company of Toledo reduced its Otis Worldwide (OTIS) stake by 1.4% in Q2 2026, selling an estimated $8.89K and leaving 8,571 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #217.

Trust Company of Toledo first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.13M in Q4 2021. 454 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Trust Company of Toledo held 8,571 shares of Otis Worldwide worth $614K as of Q2 2026.
  • Trust Company of Toledo sold 119 Otis Worldwide shares in Q2 2026, an estimated $8.89K.
  • Otis Worldwide made up 0.05% of Trust Company of Toledo's portfolio in Q2 2026, its #217 holding.
  • Trust Company of Toledo first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Trust Company of Toledo's Otis Worldwide position peaked at $1.13M in Q4 2021.
  • 454 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.