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Wilmington Savings Fund Society’s Otis Worldwide OTIS Stock Holding History

Wilmington Savings Fund Society’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 		$3.2M Buy
44,677
+7,000
+19% +$523K 0.07% 193
2026
Q1 		$2.9M Buy
37,677
+3,417
+10% +$299K 0.07% 196
2025
Q4 		$2.99M Buy
34,260
+24,175
+240% +$2.16M 0.07% 188
2025
Q3 		$922K Sell
10,085
-1,168
-10% -$106K 0.02% 324
2025
Q2 		$1.11M Buy
11,253
+335
+3% +$32.3K 0.02% 409
2025
Q1 		$1.13M Sell
10,918
-2,331
-18% -$228K 0.02% 401
2024
Q4 		$1.23M Sell
13,249
-80
-0.6% -$8.02K 0.02% 390
2024
Q3 		$1.39M Buy
13,329
+9,979
+298% +$951K 0.02% 364
2024
Q2 		$322K Sell
3,350
-1,092
-25% -$105K 0.01% 301
2024
Q1 		$441K Buy
+4,442
New +$411K 0.02% 272
2023
Q3 		$361K Sell
4,495
-900
-17% -$77K 0.02% 282
2023
Q2 		$480K Hold
5,395
– – 0.02% 267
2023
Q1 		$456K Sell
5,395
-300
-5% -$24.8K 0.02% 261
2022
Q4 		$446K Sell
5,695
-182
-3% -$13.4K 0.02% 265
2022
Q3 		$375K Sell
5,877
-15
-0.3% -$1.1K 0.02% 279
2022
Q2 		$416K Sell
5,892
-315
-5% -$23.2K 0.02% 271
2022
Q1 		$477K Sell
6,207
-254
-4% -$20.3K 0.02% 274
2021
Q4 		$562K Sell
6,461
-420
-6% -$35.2K 0.02% 271
2021
Q3 		$566K Buy
6,881
+450
+7% +$39.6K 0.02% 275
2021
Q2 		$525K Sell
6,431
-28
-0.4% -$2.15K 0.02% 276
2021
Q1 		$442K Sell
6,459
-1,407
-18% -$92K 0.02% 282
2020
Q4 		$531K Sell
7,866
-2,395
-23% -$155K 0.02% 272
2020
Q3 		$640K Sell
10,261
-6,259
-38% -$383K 0.03% 247
2020
Q2 		$939K Buy
+16,520
New +$856K 0.05% 219

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
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
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

Wilmington Savings Fund Society's OTIS Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Otis Worldwide (OTIS) stake by 19% in Q2 2026, buying an estimated $523K and bringing the position to 44,677 shares worth $3.2M. The position accounts for 0.07% of the portfolio, ranked #193.

Wilmington Savings Fund Society first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. 388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Wilmington Savings Fund Society held 44,677 shares of Otis Worldwide worth $3.2M as of Q2 2026.
  • Wilmington Savings Fund Society bought 7,000 Otis Worldwide shares in Q2 2026, an estimated $523K.
  • Otis Worldwide made up 0.07% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #193 holding.
  • Wilmington Savings Fund Society first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • 388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.