BG
OTIS icon

Bahl & Gaynor’s Otis Worldwide OTIS Stock Holding History

Bahl & Gaynor’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 		$5.18M Sell
72,367
-5,960
-8% -$445K 0.02% 177
2026
Q1 		$6.04M Sell
78,327
-3,884
-5% -$340K 0.03% 167
2025
Q4 		$7.18M Sell
82,211
-4,643
-5% -$415K 0.04% 159
2025
Q3 		$7.94M Sell
86,854
-21,873
-20% -$1.99M 0.04% 156
2025
Q2 		$10.8M Sell
108,727
-15,645
-13% -$1.51M 0.05% 138
2025
Q1 		$12.8M Sell
124,372
-250,323
-67% -$24.5M 0.07% 130
2024
Q4 		$34.7M Sell
374,695
-8,956
-2% -$898K 0.18% 93
2024
Q3 		$39.9M Sell
383,651
-33,124
-8% -$3.16M 0.21% 82
2024
Q2 		$40.1M Buy
416,775
+14,185
+4% +$1.37M 0.22% 79
2024
Q1 		$40M Buy
402,590
+20,554
+5% +$1.9M 0.22% 75
2023
Q4 		$34.2M Sell
382,036
-4,426
-1% -$368K 0.21% 79
2023
Q3 		$31M Buy
386,462
+82,054
+27% +$7.02M 0.2% 78
2023
Q2 		$27.1M Buy
304,408
+139,428
+85% +$11.7M 0.16% 84
2023
Q1 		$13.9M Buy
164,980
+82,881
+101% +$6.86M 0.08% 107
2022
Q4 		$6.43M Sell
82,099
-11,452
-12% -$846K 0.04% 140
2022
Q3 		$5.97M Sell
93,551
-3,562
-4% -$261K 0.04% 142
2022
Q2 		$6.86M Sell
97,113
-2,444
-2% -$180K 0.05% 147
2022
Q1 		$7.66M Sell
99,557
-1,442
-1% -$115K 0.06% 129
2021
Q4 		$8.79M Sell
100,999
-41
-0% -$3.43K 0.05% 132
2021
Q3 		$8.31M Buy
101,040
+21,902
+28% +$1.93M 0.05% 129
2021
Q2 		$6.47M Buy
79,138
+9,319
+13% +$717K 0.04% 146
2021
Q1 		$4.78M Sell
69,819
-1,302
-2% -$85.1K 0.03% 170
2020
Q4 		$4.8M Sell
71,121
-14,674
-17% -$952K 0.03% 161
2020
Q3 		$5.36M Sell
85,795
-4,814
-5% -$294K 0.04% 136
2020
Q2 		$5.15M Buy
+90,609
New +$4.69M 0.04% 138

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

Bahl & Gaynor's OTIS Position: Q2 2026 in Review

Bahl & Gaynor reduced its Otis Worldwide (OTIS) stake by 7.6% in Q2 2026, selling an estimated $445K and leaving 72,367 shares worth $5.18M. The position accounts for 0.02% of the portfolio, ranked #177.

Bahl & Gaynor first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $40.1M in Q2 2024. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bahl & Gaynor held 72,367 shares of Otis Worldwide worth $5.18M as of Q2 2026.
  • Bahl & Gaynor sold 5,960 Otis Worldwide shares in Q2 2026, an estimated $445K.
  • Otis Worldwide made up 0.02% of Bahl & Gaynor's portfolio in Q2 2026, its #177 holding.
  • Bahl & Gaynor first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Bahl & Gaynor's Otis Worldwide position peaked at $40.1M in Q2 2024.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bahl & Gaynor's 13F filing for Q2 2026, filed 13 Aug 2026.