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Anchor Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Anchor Capital 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 		– Sell
-555,220
Closed -$42.8M – 254
2026
Q1 		$42.8M Buy
555,220
+11,358
+2% +$994K 1.22% 33
2025
Q4 		$47.5M Sell
543,862
-18,135
-3% -$1.62M 1.38% 25
2025
Q3 		$51.4M Buy
561,997
+479,265
+579% +$43.5M 1.49% 19
2025
Q2 		$8.19M Sell
82,732
-1,467
-2% -$142K 0.24% 98
2025
Q1 		$8.69M Sell
84,199
-4,143
-5% -$405K 0.26% 100
2024
Q4 		$8.18M Sell
88,342
-3,579
-4% -$359K 0.23% 103
2024
Q3 		$9.55M Sell
91,921
-1,380
-1% -$131K 0.25% 101
2024
Q2 		$8.98M Sell
93,301
-80
-0.1% -$7.71K 0.25% 102
2024
Q1 		$9.27M Sell
93,381
-13,135
-12% -$1.21M 0.24% 103
2023
Q4 		$9.53M Sell
106,516
-3,020
-3% -$251K 0.25% 97
2023
Q3 		$8.8M Sell
109,536
-2,974
-3% -$254K 0.25% 98
2023
Q2 		$10M Sell
112,510
-6,103
-5% -$514K 0.26% 100
2023
Q1 		$10M Buy
118,613
+4,936
+4% +$408K 0.26% 97
2022
Q4 		$8.9M Sell
113,677
-9,920
-8% -$732K 0.23% 102
2022
Q3 		$7.88M Sell
123,597
-10,175
-8% -$744K 0.22% 102
2022
Q2 		$9.45M Buy
+133,772
New +$9.85M 0.24% 102

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Anchor Capital Advisors's OTIS Position: Q2 2026 in Review

Anchor Capital Advisors sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 555,220 shares — an estimated $42.8M sold.

Anchor Capital Advisors first reported a position in OTIS in Q2 2022 and held it in 16 quarters. The position peaked at $51.4M in Q3 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Anchor Capital Advisors reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Anchor Capital Advisors sold 555,220 Otis Worldwide shares in Q2 2026, an estimated $42.8M.
  • Anchor Capital Advisors first reported a position in Otis Worldwide in Q2 2022 and held it in 16 quarters.
  • Anchor Capital Advisors's Otis Worldwide position peaked at $51.4M in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.