VCM
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Versant Capital Management’s Otis Worldwide OTIS Stock Holding History

Versant Capital 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 		$340K Buy
4,752
+3,040
+178% +$227K 0.03% 425
2026
Q1 		$132K Buy
1,712
+680
+66% +$59.5K 0.01% 748
2025
Q4 		$90.1K Buy
1,032
+365
+55% +$32.7K 0.01% 794
2025
Q3 		$61K Sell
667
-3,358
-83% -$305K 0.01% 941
2025
Q2 		$399K Sell
4,025
-13
-0.3% -$1.25K 0.06% 231
2025
Q1 		$417K Buy
4,038
+3,406
+539% +$333K 0.07% 196
2024
Q4 		$58.5K Buy
632
+478
+310% +$47.9K 0.01% 519
2024
Q3 		$16K Sell
154
-215
-58% -$20.5K ﹤0.01% 876
2024
Q2 		$35.5K Buy
369
+205
+125% +$19.8K 0.01% 507
2024
Q1 		$16.3K Hold
164
– – ﹤0.01% 579
2023
Q4 		$14.7K Sell
164
-3
-2% -$249 ﹤0.01% 602
2023
Q3 		$13.4K Hold
167
– – ﹤0.01% 618
2023
Q2 		$14.9K Buy
167
+4
+2% +$337 ﹤0.01% 619
2023
Q1 		$13.7K Sell
163
-29
-15% -$2.4K ﹤0.01% 623
2022
Q4 		$15K Sell
192
-6
-3% -$443 0.01% 548
2022
Q3 		$13K Sell
198
-112
-36% -$8.19K 0.01% 577
2022
Q2 		$22K Hold
310
– – 0.01% 408
2022
Q1 		$24K Sell
310
-4
-1% -$320 0.01% 423
2021
Q4 		$27K Sell
314
-16
-5% -$1.34K 0.01% 401
2021
Q3 		$27K Sell
330
-19
-5% -$1.67K 0.01% 382
2021
Q2 		$29K Buy
349
+87
+33% +$6.7K 0.01% 371
2021
Q1 		$18K Buy
262
+37
+16% +$2.42K 0.01% 594
2020
Q4 		$15K Hold
225
– – 0.01% 600
2020
Q3 		$14K Sell
225
-8
-3% -$489 0.01% 547
2020
Q2 		$13K Buy
+233
New +$12.1K 0.01% 555

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

Versant Capital Management's OTIS Position: Q2 2026 in Review

Versant Capital Management increased its Otis Worldwide (OTIS) stake by 178% in Q2 2026, buying an estimated $227K and bringing the position to 4,752 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #425.

Versant Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $417K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Versant Capital Management held 4,752 shares of Otis Worldwide worth $340K as of Q2 2026.
  • Versant Capital Management bought 3,040 Otis Worldwide shares in Q2 2026, an estimated $227K.
  • Otis Worldwide made up 0.03% of Versant Capital Management's portfolio in Q2 2026, its #425 holding.
  • Versant Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Versant Capital Management's Otis Worldwide position peaked at $417K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.