Washington Trust
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Washington Trust’s Otis Worldwide OTIS Stock Holding History

Washington Trust’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
Q3 		$306K Buy
4,764
+333
+8% +$23.7K 0.01% 248
2026
Q2 		$317K Buy
4,431
+108
+2% +$8.07K 0.01% 256
2026
Q1 		$333K Sell
4,323
-55
-1% -$4.81K 0.01% 241
2025
Q4 		$382K Sell
4,378
-12
-0.3% -$1.07K 0.01% 221
2025
Q3 		$401K Buy
4,390
+2,034
+86% +$185K 0.01% 219
2025
Q2 		$233K Sell
2,356
-502
-18% -$48.5K 0.01% 247
2025
Q1 		$295K Sell
2,858
-674
-19% -$65.8K 0.01% 229
2024
Q4 		$327K Buy
3,532
+3
+0.1% +$301 0.01% 231
2024
Q3 		$367K Sell
3,529
-9
-0.3% -$857 0.01% 229
2024
Q2 		$341K Hold
3,538
– – 0.01% 235
2024
Q1 		$351K Sell
3,538
-58
-2% -$5.36K 0.01% 225
2023
Q4 		$322K Sell
3,596
-50
-1% -$4.16K 0.01% 233
2023
Q3 		$293K Sell
3,646
-681
-16% -$58.2K 0.01% 213
2023
Q2 		$385K Sell
4,327
-175
-4% -$14.7K 0.02% 199
2023
Q1 		$380K Sell
4,502
-100
-2% -$8.28K 0.02% 200
2022
Q4 		$360K Hold
4,602
– – 0.02% 200
2022
Q3 		$294K Sell
4,602
-411
-8% -$30.1K 0.01% 204
2022
Q2 		$355K Sell
5,013
-43
-0.9% -$3.17K 0.02% 191
2022
Q1 		$388K Sell
5,056
-731
-13% -$58.4K 0.02% 199
2021
Q4 		$504K Sell
5,787
-3,797
-40% -$318K 0.02% 184
2021
Q3 		$788K Sell
9,584
-105
-1% -$9.23K 0.02% 198
2021
Q2 		$793K Buy
9,689
+1,204
+14% +$92.7K 0.02% 190
2021
Q1 		$580K Buy
8,485
+101
+1% +$6.6K 0.02% 198
2020
Q4 		$567K Sell
8,384
-102
-1% -$6.62K 0.02% 194
2020
Q3 		$530K Buy
8,486
+2,416
+40% +$148K 0.02% 191
2020
Q2 		$343K Buy
+6,070
New +$314K 0.01% 199

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Washington Trust's OTIS Position: Q3 2026 in Review

Washington Trust increased its Otis Worldwide (OTIS) stake by 7.5% in Q3 2026, buying an estimated $23.7K and bringing the position to 4,764 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #248.

Washington Trust first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $793K in Q2 2021. 302 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Washington Trust held 4,764 shares of Otis Worldwide worth $306K as of Q3 2026.
  • Washington Trust bought 333 Otis Worldwide shares in Q3 2026, an estimated $23.7K.
  • Otis Worldwide made up 0.01% of Washington Trust's portfolio in Q3 2026, its #248 holding.
  • Washington Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • Washington Trust's Otis Worldwide position peaked at $793K in Q2 2021.
  • 302 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.