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Yousif Capital Management’s Otis Worldwide OTIS Stock Holding History

Yousif Capital Management’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 		$2.9M Sell
40,473
-2,455
-6% -$183K 0.03% 518
2026
Q1 		$3.31M Sell
42,928
-3,303
-7% -$289K 0.04% 435
2025
Q4 		$4.07M Sell
46,231
-3,034
-6% -$271K 0.04% 385
2025
Q3 		$4.5M Sell
49,265
-10,748
-18% -$976K 0.05% 355
2025
Q2 		$5.94M Sell
60,013
-728
-1% -$70.3K 0.06% 278
2025
Q1 		$6.27M Buy
60,741
+98
+0.2% +$9.57K 0.07% 256
2024
Q4 		$5.62M Sell
60,643
-2,281
-4% -$229K 0.06% 285
2024
Q3 		$6.54M Sell
62,924
-680
-1% -$64.8K 0.07% 257
2024
Q2 		$6.12M Buy
63,604
+48
+0.1% +$4.63K 0.07% 265
2024
Q1 		$6.31M Sell
63,556
-2,904
-4% -$268K 0.07% 277
2023
Q4 		$5.95M Sell
66,460
-2,838
-4% -$236K 0.07% 279
2023
Q3 		$5.57M Sell
69,298
-2,326
-3% -$199K 0.07% 275
2023
Q2 		$6.38M Buy
71,624
+822
+1% +$69.3K 0.08% 248
2023
Q1 		$5.98M Sell
70,802
-3,688
-5% -$305K 0.08% 254
2022
Q4 		$5.83M Buy
74,490
+13,572
+22% +$1M 0.08% 258
2022
Q3 		$3.89M Sell
60,918
-771
-1% -$56.4K 0.06% 361
2022
Q2 		$4.36M Sell
61,689
-3,235
-5% -$238K 0.06% 342
2022
Q1 		$5M Sell
64,924
-9,696
-13% -$775K 0.05% 353
2021
Q4 		$6.5M Buy
+74,620
New +$6.25M 0.07% 280

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

Yousif Capital Management's OTIS Position: Q2 2026 in Review

Yousif Capital Management reduced its Otis Worldwide (OTIS) stake by 5.7% in Q2 2026, selling an estimated $183K and leaving 40,473 shares worth $2.9M. The position accounts for 0.03% of the portfolio, ranked #518.

Yousif Capital Management first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.54M in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Yousif Capital Management held 40,473 shares of Otis Worldwide worth $2.9M as of Q2 2026.
  • Yousif Capital Management sold 2,455 Otis Worldwide shares in Q2 2026, an estimated $183K.
  • Otis Worldwide made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #518 holding.
  • Yousif Capital Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Otis Worldwide position peaked at $6.54M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.