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AXQ Capital’s Otis Worldwide OTIS Stock Holding History

AXQ Capital’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 		$4.91M Buy
68,599
+4,397
+7% +$328K 0.53% 22
2026
Q1 		$4.95M Buy
64,202
+45,972
+252% +$4.02M 0.64% 3
2025
Q4 		$1.59M Buy
+18,230
New +$1.63M 0.36% 65
2024
Q4 		– Sell
-6,274
Closed -$652K – 578
2024
Q3 		$652K Buy
+6,274
New +$598K 0.2% 206

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 $3.38T AUM 44.17% 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

AXQ Capital's OTIS Position: Q2 2026 in Review

AXQ Capital increased its Otis Worldwide (OTIS) stake by 6.8% in Q2 2026, buying an estimated $328K and bringing the position to 68,599 shares worth $4.91M. The position accounts for 0.53% of the portfolio, ranked #22.

AXQ Capital first reported a position in OTIS in Q3 2024 and has held it in 4 quarters since. The position peaked at $4.95M in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • AXQ Capital held 68,599 shares of Otis Worldwide worth $4.91M as of Q2 2026.
  • AXQ Capital bought 4,397 Otis Worldwide shares in Q2 2026, an estimated $328K.
  • Otis Worldwide made up 0.53% of AXQ Capital's portfolio in Q2 2026, its #22 holding.
  • AXQ Capital first reported a position in Otis Worldwide in Q3 2024 and has held it in 4 quarters since.
  • AXQ Capital's Otis Worldwide position peaked at $4.95M in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.