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Bradley Foster & Sargent’s Otis Worldwide OTIS Stock Holding History

Bradley Foster & Sargent’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 		$3.03M Sell
42,289
-3,193
-7% -$239K 0.04% 195
2026
Q1 		$3.51M Sell
45,482
-2,189
-5% -$192K 0.05% 174
2025
Q4 		$4.16M Sell
47,671
-2,761
-5% -$247K 0.06% 168
2025
Q3 		$4.61M Sell
50,432
-2,798
-5% -$254K 0.07% 159
2025
Q2 		$5.27M Sell
53,230
-10,276
-16% -$992K 0.08% 152
2025
Q1 		$6.55M Sell
63,506
-1,137
-2% -$111K 0.11% 133
2024
Q4 		$5.99M Sell
64,643
-626
-1% -$62.8K 0.1% 133
2024
Q3 		$6.78M Sell
65,269
-952
-1% -$90.7K 0.11% 132
2024
Q2 		$6.37M Sell
66,221
-1,099
-2% -$106K 0.11% 133
2024
Q1 		$6.68M Sell
67,320
-3,287
-5% -$304K 0.12% 127
2023
Q4 		$6.32M Sell
70,607
-4,937
-7% -$411K 0.12% 126
2023
Q3 		$6.72M Hold
75,544
– – 0.14% 115
2023
Q2 		$6.72M Sell
75,544
-3,440
-4% -$290K 0.14% 115
2023
Q1 		$6.67M Sell
78,984
-1,030
-1% -$85.2K 0.16% 105
2022
Q4 		$6.27M Sell
80,014
-4,576
-5% -$338K 0.16% 101
2022
Q3 		$5.4M Sell
84,590
-5,038
-6% -$369K 0.15% 108
2022
Q2 		$6.33M Sell
89,628
-16,233
-15% -$1.2M 0.16% 101
2022
Q1 		$8.15M Sell
105,861
-10,743
-9% -$859K 0.17% 97
2021
Q4 		$10.2M Buy
116,604
+1,309
+1% +$110K 0.21% 84
2021
Q3 		$9.49M Buy
115,295
+4,997
+5% +$439K 0.22% 84
2021
Q2 		$9.02M Sell
110,298
-754
-0.7% -$58K 0.21% 90
2021
Q1 		$7.6M Sell
111,052
-11,516
-9% -$753K 0.19% 99
2020
Q4 		$8.28M Sell
122,568
-5,650
-4% -$367K 0.22% 89
2020
Q3 		$8M Buy
+128,218
New +$7.84M 0.23% 85

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

Bradley Foster & Sargent's OTIS Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its Otis Worldwide (OTIS) stake by 7% in Q2 2026, selling an estimated $239K and leaving 42,289 shares worth $3.03M. The position accounts for 0.04% of the portfolio, ranked #195.

Bradley Foster & Sargent first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.2M in Q4 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bradley Foster & Sargent held 42,289 shares of Otis Worldwide worth $3.03M as of Q2 2026.
  • Bradley Foster & Sargent sold 3,193 Otis Worldwide shares in Q2 2026, an estimated $239K.
  • Otis Worldwide made up 0.04% of Bradley Foster & Sargent's portfolio in Q2 2026, its #195 holding.
  • Bradley Foster & Sargent first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Bradley Foster & Sargent's Otis Worldwide position peaked at $10.2M in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.