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YHB Investment Advisors’s Otis Worldwide OTIS Stock Holding History

YHB Investment Advisors’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 		$1.31M Sell
18,301
-2,878
-14% -$215K 0.08% 151
2026
Q1 		$1.63M Sell
21,179
-252
-1% -$22K 0.12% 136
2025
Q4 		$1.87M Sell
21,431
-187
-0.9% -$16.7K 0.13% 129
2025
Q3 		$1.98M Sell
21,618
-1,178
-5% -$107K 0.14% 122
2025
Q2 		$2.26M Sell
22,796
-33
-0.1% -$3.19K 0.17% 115
2025
Q1 		$2.36M Sell
22,829
-182
-0.8% -$17.8K 0.2% 109
2024
Q4 		$2.13M Sell
23,011
-406
-2% -$40.7K 0.18% 115
2024
Q3 		$2.43M Sell
23,417
-42
-0.2% -$4K 0.2% 100
2024
Q2 		$2.26M Buy
23,459
+57
+0.2% +$5.49K 0.19% 108
2024
Q1 		$2.32M Buy
23,402
+1,560
+7% +$144K 0.21% 106
2023
Q4 		$1.95M Buy
21,842
+110
+0.5% +$9.15K 0.19% 113
2023
Q3 		$1.75M Sell
21,732
-290
-1% -$24.8K 0.16% 123
2023
Q2 		$1.96M Buy
22,022
+769
+4% +$64.8K 0.18% 118
2023
Q1 		$1.79M Buy
21,253
+226
+1% +$18.7K 0.18% 113
2022
Q4 		$1.65M Sell
21,027
-358
-2% -$26.4K 0.18% 113
2022
Q3 		$1.36M Sell
21,385
-459
-2% -$33.6K 0.15% 124
2022
Q2 		$1.54M Sell
21,844
-213
-1% -$15.7K 0.16% 119
2022
Q1 		$1.7M Buy
22,057
+571
+3% +$45.6K 0.15% 125
2021
Q4 		$1.87M Buy
21,486
+781
+4% +$65.4K 0.15% 136
2021
Q3 		$1.7M Buy
20,705
+267
+1% +$23.5K 0.15% 134
2021
Q2 		$1.67M Buy
20,438
+73
+0.4% +$5.62K 0.14% 138
2021
Q1 		$1.44M Sell
20,365
-617
-3% -$40.3K 0.12% 147
2020
Q4 		$1.42M Sell
20,982
-766
-4% -$49.7K 0.13% 141
2020
Q3 		$1.36M Sell
21,748
-3,288
-13% -$201K 0.15% 130
2020
Q2 		$1.42M Buy
+25,036
New +$1.3M 0.21% 90

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

YHB Investment Advisors's OTIS Position: Q2 2026 in Review

YHB Investment Advisors reduced its Otis Worldwide (OTIS) stake by 14% in Q2 2026, selling an estimated $215K and leaving 18,301 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #151.

YHB Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.43M in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • YHB Investment Advisors held 18,301 shares of Otis Worldwide worth $1.31M as of Q2 2026.
  • YHB Investment Advisors sold 2,878 Otis Worldwide shares in Q2 2026, an estimated $215K.
  • Otis Worldwide made up 0.08% of YHB Investment Advisors's portfolio in Q2 2026, its #151 holding.
  • YHB Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • YHB Investment Advisors's Otis Worldwide position peaked at $2.43M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.