Annis Gardner Whiting Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Annis Gardner Whiting 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	-901	Closed	-$69.5K	–	974
2026 Q1	$69.5K	Sell	901 -336	-27%	-$29.4K	0.01%	516
2025 Q4	$108K	Sell	1,237 -24	-2%	-$2.15K	0.02%	392
2025 Q3	$115K	Buy	1,261 +703	+126%	+$63.8K	0.02%	363
2025 Q2	$55.3K	Hold	558	–	–	0.02%	399
2025 Q1	$57.6K	Hold	558	–	–	0.02%	340
2024 Q4	$51.7K	Sell	558 -5	-0.9%	-$501	0.01%	342
2024 Q3	$58.5K	Buy	563 +2	+0.4%	+$191	0.02%	351
2024 Q2	$54K	Sell	561 -51	-8%	-$4.92K	0.02%	391
2024 Q1	$60.8K	Sell	612 -24	-4%	-$2.22K	0.02%	357
2023 Q4	$56.9K	Buy	636 +108	+20%	+$8.98K	0.03%	288
2023 Q3	$42.4K	Buy	+528	New	+$45.2K	0.02%	300

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's OTIS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 901 shares — an estimated $69.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in OTIS in Q3 2023 and held it in 11 quarters. The position peaked at $115K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 901 Otis Worldwide shares in Q2 2026, an estimated $69.5K.
Annis Gardner Whiting Capital Advisors first reported a position in Otis Worldwide in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Otis Worldwide position peaked at $115K in Q3 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.