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WD Rutherford’s Otis Worldwide OTIS Stock Holding History

WD Rutherford’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 		$440K Sell
6,142
-15,823
-72% -$1.18M 0.16% 68
2026
Q1 		$1.69M Buy
+21,965
New +$1.92M 0.75% 45

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
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

WD Rutherford's OTIS Position: Q2 2026 in Review

WD Rutherford reduced its Otis Worldwide (OTIS) stake by 72% in Q2 2026, selling an estimated $1.18M and leaving 6,142 shares worth $440K. The position accounts for 0.16% of the portfolio, ranked #68.

WD Rutherford first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.69M in Q1 2026. 483 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • WD Rutherford held 6,142 shares of Otis Worldwide worth $440K as of Q2 2026.
  • WD Rutherford sold 15,823 Otis Worldwide shares in Q2 2026, an estimated $1.18M.
  • Otis Worldwide made up 0.16% of WD Rutherford's portfolio in Q2 2026, its #68 holding.
  • WD Rutherford first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • WD Rutherford's Otis Worldwide position peaked at $1.69M in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.