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Trust Company’s Otis Worldwide OTIS Stock Holding History

Trust Company’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 		– Sell
-1,625
Closed -$125K – 944
2026
Q1 		$125K Hold
1,625
– – 0.01% 210
2025
Q4 		$142K Buy
+1,625
New +$145K 0.01% 197
2021
Q3 		– Sell
-54
Closed -$4K – 315
2021
Q2 		$4K Hold
54
– – ﹤0.01% 290
2021
Q1 		$4K Sell
54
-15
-22% -$981 ﹤0.01% 305
2020
Q4 		$5K Buy
69
+15
+28% +$973 ﹤0.01% 259
2020
Q3 		$3K Sell
54
-92
-63% -$5.63K ﹤0.01% 291
2020
Q2 		$8K Buy
+146
New +$7.57K 0.01% 248

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

Trust Company's OTIS Position: Q2 2026 in Review

Trust Company sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 1,625 shares — an estimated $125K sold.

Trust Company first reported a position in OTIS in Q2 2020 and held it in 7 quarters. The position peaked at $142K in Q4 2025. 334 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Trust Company reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Trust Company sold 1,625 Otis Worldwide shares in Q2 2026, an estimated $125K.
  • Trust Company first reported a position in Otis Worldwide in Q2 2020 and held it in 7 quarters.
  • Trust Company's Otis Worldwide position peaked at $142K in Q4 2025.
  • 334 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.