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Westhampton Capital’s Otis Worldwide OTIS Stock Holding History

Westhampton 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 		$445K Hold
6,218
– – 0.18% 91
2026
Q1 		$479K Hold
6,218
– – 0.22% 84
2025
Q4 		$543K Sell
6,218
-7
-0.1% -$626 0.26% 83
2025
Q3 		$569K Hold
6,225
– – 0.28% 81
2025
Q2 		$616K Sell
6,225
-162
-3% -$15.6K 0.32% 78
2025
Q1 		$659K Sell
6,387
-200
-3% -$19.5K 0.36% 79
2024
Q4 		$610K Hold
6,587
– – 0.31% 80
2024
Q3 		$685K Hold
6,587
– – 0.35% 77
2024
Q2 		$634K Hold
6,587
– – 0.34% 78
2024
Q1 		$654K Hold
6,587
– – 0.36% 79
2023
Q4 		$589K Sell
6,587
-375
-5% -$31.2K 0.35% 80
2023
Q3 		$559K Hold
6,962
– – 0.36% 78
2023
Q2 		$620K Hold
6,962
– – 0.4% 69
2023
Q1 		$588K Hold
6,962
– – 0.38% 74
2022
Q4 		$545K Hold
6,962
– – 0.37% 78
2022
Q3 		$444K Hold
6,962
– – 0.33% 80
2022
Q2 		$492K Buy
6,962
+120
+2% +$8.84K 0.35% 82
2022
Q1 		$526K Sell
6,842
-125
-2% -$9.99K 0.34% 83
2021
Q4 		$607K Sell
6,967
-47
-0.7% -$3.93K 0.37% 76
2021
Q3 		$577K Sell
7,014
-87
-1% -$7.65K 0.39% 73
2021
Q2 		$581K Hold
7,101
– – 0.38% 73
2021
Q1 		$486K Sell
7,101
-122
-2% -$7.97K 0.34% 80
2020
Q4 		$488K Sell
7,223
-1,481
-17% -$96.1K 0.36% 74
2020
Q3 		$543K Sell
8,704
-937
-10% -$57.3K 0.44% 62
2020
Q2 		$548K Buy
+9,641
New +$500K 0.48% 62

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

Westhampton Capital's OTIS Position: Q2 2026 in Review

Westhampton Capital held its Otis Worldwide (OTIS) position steady in Q2 2026 at 6,218 shares worth $445K. The position accounts for 0.18% of the portfolio, ranked #91.

Westhampton Capital first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $685K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Westhampton Capital held 6,218 shares of Otis Worldwide worth $445K as of Q2 2026.
  • Westhampton Capital left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.18% of Westhampton Capital's portfolio in Q2 2026, its #91 holding.
  • Westhampton Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Westhampton Capital's Otis Worldwide position peaked at $685K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Westhampton Capital's 13F filing for Q2 2026, filed 14 Jul 2026.