Bayforest Capital’s Otis Worldwide OTIS Stock Holding History

Bayforest 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	–	Sell	-1,712	Closed	-$132K	–	1140
2026 Q1	$132K	Buy	+1,712	New	+$150K	0.15%	268

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

Bayforest Capital's OTIS Position: Q2 2026 in Review

Bayforest Capital sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 1,712 shares — an estimated $132K sold.

Bayforest Capital first reported a position in OTIS in Q1 2026 and held it in 1 quarter. The position peaked at $132K in Q1 2026. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Bayforest Capital reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Bayforest Capital sold 1,712 Otis Worldwide shares in Q2 2026, an estimated $132K.
Bayforest Capital first reported a position in Otis Worldwide in Q1 2026 and held it in 1 quarter.
Bayforest Capital's Otis Worldwide position peaked at $132K in Q1 2026.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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