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Ulland Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Ulland Investment Advisors’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 		$75K Sell
1,043
-65
-6% -$4.86K 0.06% 111
2026
Q1 		$85K Sell
1,108
-5
-0.4% -$437 0.07% 98
2025
Q4 		$97K Hold
1,113
– – 0.08% 93
2025
Q3 		$102K Buy
1,113
+42
+4% +$3.81K 0.08% 89
2025
Q2 		$106K Hold
1,071
– – 0.08% 87
2025
Q1 		$111K Hold
1,071
– – 0.09% 79
2024
Q4 		$99K Hold
1,071
– – 0.06% 84
2024
Q3 		$111K Hold
1,071
– – 0.08% 74
2024
Q2 		$103K Hold
1,071
– – 0.07% 85
2024
Q1 		$106K Hold
1,071
– – 0.08% 88
2023
Q4 		$96K Hold
1,071
– – 0.1% 80
2023
Q3 		$86K Hold
1,071
– – 0.09% 79
2023
Q2 		$95K Hold
1,071
– – 0.1% 80
2023
Q1 		$90K Hold
1,071
– – 0.11% 73
2022
Q4 		$84K Buy
1,071
+22
+2% +$1.62K 0.1% 74
2022
Q3 		$67K Hold
1,049
– – 0.07% 79
2022
Q2 		$74K Hold
1,049
– – 0.08% 80
2022
Q1 		$81K Buy
1,049
+30
+3% +$2.4K 0.06% 87
2021
Q4 		$89K Buy
+1,019
New +$85.3K 0.06% 85

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

Ulland Investment Advisors's OTIS Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Otis Worldwide (OTIS) stake by 5.9% in Q2 2026, selling an estimated $4.86K and leaving 1,043 shares worth $75K. The position accounts for 0.06% of the portfolio, ranked #111.

Ulland Investment Advisors first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $111K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ulland Investment Advisors held 1,043 shares of Otis Worldwide worth $75K as of Q2 2026.
  • Ulland Investment Advisors sold 65 Otis Worldwide shares in Q2 2026, an estimated $4.86K.
  • Otis Worldwide made up 0.06% of Ulland Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • Ulland Investment Advisors first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's Otis Worldwide position peaked at $111K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.