SEC 13F Intelligence

Brown Shipley& Co Ltd / OTIS

Brown Shipley& Co Ltd’s Otis Worldwide Corp Position

Does Brown Shipley& Co Ltd own Otis Worldwide Corp (OTIS)? Yes — 29.3K shares worth $2M (+1.36% of its 13F portfolio) as of Q1 2026, down from 30.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
29.3K
% of Portfolio
+1.36%
Quarters Held
12
currently held

Position History OTIS

Reported value by quarter
Q1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ3 ’23Q1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $4MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.3K$2M+1.36%
Q4 202530.0K$3M+1.40%
Q3 202531.8K$3M+1.54%
Q2 202543.5K$4M+2.37%
Q1 202544.2K$5M+2.58%
Q4 202445.4K$4M+2.09%
Q3 202447.8K$5M+2.44%
Q2 202449.5K$5M+2.14%
Q1 202448.5K$5M+1.50%
Q3 202339.3K$3M+1.74%
Q2 202334.5K$3M+1.26%
Q1 202330.5K$3M+1.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brown Shipley& Co Ltd’s full portfolio or all institutional holders of OTIS.