Applied Finance Capital Management’s Otis Worldwide OTIS Stock Holding History

Applied Finance 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	$861K	Sell	12,028 -1,348	-10%	-$101K	0.06%	117
2026 Q1	$1.03M	Buy	13,376 +428	+3%	+$37.4K	0.08%	101
2025 Q4	$1.13M	Buy	12,948 +4,714	+57%	+$422K	0.08%	90
2025 Q3	$753K	Sell	8,234 -1,296	-14%	-$118K	0.05%	135
2025 Q2	$944K	Sell	9,530 -465	-5%	-$44.9K	0.06%	127
2025 Q1	$1.03M	Buy	9,995 +301	+3%	+$29.4K	0.08%	107
2024 Q4	$898K	Hold	9,694	–	–	0.04%	126
2024 Q3	$1.01M	Buy	9,694 +111	+1%	+$10.6K	0.04%	115
2024 Q2	$922K	Buy	+9,583	New	+$924K	0.04%	110

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 $3.37T AUM 44.26% 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

Applied Finance Capital Management's OTIS Position: Q2 2026 in Review

Applied Finance Capital Management reduced its Otis Worldwide (OTIS) stake by 10% in Q2 2026, selling an estimated $101K and leaving 12,028 shares worth $861K. The position accounts for 0.06% of the portfolio, ranked #117.

Applied Finance Capital Management first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q4 2025. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Applied Finance Capital Management held 12,028 shares of Otis Worldwide worth $861K as of Q2 2026.
Applied Finance Capital Management sold 1,348 Otis Worldwide shares in Q2 2026, an estimated $101K.
Otis Worldwide made up 0.06% of Applied Finance Capital Management's portfolio in Q2 2026, its #117 holding.
Applied Finance Capital Management first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
Applied Finance Capital Management's Otis Worldwide position peaked at $1.13M in Q4 2025.
1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.