BCV Asset Management’s Otis Worldwide OTIS Stock Holding History

BCV Asset 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	–	Sell	-123,691	Closed	-$9.53M	–	123
2026 Q1	$9.53M	Buy	123,691 +1,023	+0.8%	+$89.5K	0.33%	52
2025 Q4	$11M	Buy	+122,668	New	+$11M	0.28%	51

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

BCV Asset Management's OTIS Position: Q2 2026 in Review

BCV Asset Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 123,691 shares — an estimated $9.53M sold.

BCV Asset Management first reported a position in OTIS in Q4 2025 and held it in 2 quarters. The position peaked at $11M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

BCV Asset Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
BCV Asset Management sold 123,691 Otis Worldwide shares in Q2 2026, an estimated $9.53M.
BCV Asset Management first reported a position in Otis Worldwide in Q4 2025 and held it in 2 quarters.
BCV Asset Management's Otis Worldwide position peaked at $11M in Q4 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on BCV Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.