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West Branch Capital’s Otis Worldwide OTIS Stock Holding History

West Branch Capital’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 		$13.7K Hold
192
– – ﹤0.01% 219
2026
Q1 		$14.8K Hold
192
– – ﹤0.01% 204
2025
Q4 		$16.8K Sell
192
-40
-17% -$3.58K ﹤0.01% 208
2025
Q3 		$21.2K Hold
232
– – 0.01% 205
2025
Q2 		$23K Hold
232
– – 0.01% 201
2025
Q1 		$23.9K Hold
232
– – 0.01% 205
2024
Q4 		$21.5K Hold
232
– – 0.01% 217
2024
Q3 		$24.1K Hold
232
– – 0.01% 209
2024
Q2 		$22.3K Hold
232
– – 0.01% 215
2024
Q1 		$23K Hold
232
– – 0.01% 215
2023
Q4 		$20.8K Hold
232
– – 0.01% 216
2023
Q3 		$18.6K Hold
232
– – 0.01% 229
2023
Q2 		$20.7K Hold
232
– – 0.01% 226
2023
Q1 		$19.6K Sell
232
-62
-21% -$5.13K 0.01% 232
2022
Q4 		$23K Hold
294
– – 0.01% 218
2022
Q3 		$19K Hold
294
– – 0.01% 229
2022
Q2 		$21K Sell
294
-52
-15% -$3.83K 0.01% 224
2022
Q1 		$27K Sell
346
-50
-13% -$4K 0.01% 223
2021
Q4 		$34K Sell
396
-50
-11% -$4.18K 0.01% 226
2021
Q3 		$37K Hold
446
– – 0.02% 205
2021
Q2 		$36K Buy
+446
New +$34.3K 0.02% 217

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

West Branch Capital's OTIS Position: Q2 2026 in Review

West Branch Capital held its Otis Worldwide (OTIS) position steady in Q2 2026 at 192 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

West Branch Capital first reported a position in OTIS in Q2 2021 and has held it in 21 quarters since. The position peaked at $37K in Q3 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • West Branch Capital held 192 shares of Otis Worldwide worth $13.7K as of Q2 2026.
  • West Branch Capital left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #219 holding.
  • West Branch Capital first reported a position in Otis Worldwide in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Otis Worldwide position peaked at $37K in Q3 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.