Brown Advisory
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Brown Advisory’s Otis Worldwide OTIS Stock Holding History

Brown Advisory’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 		$7.73M Sell
108,030
-8,257
-7% -$617K 0.01% 474
2026
Q1 		$8.96M Sell
116,287
-4,897
-4% -$428K 0.01% 433
2025
Q4 		$10.6M Sell
121,184
-9,493
-7% -$849K 0.01% 418
2025
Q3 		$11.9M Buy
130,677
+735
+0.6% +$66.7K 0.02% 396
2025
Q2 		$12.9M Sell
129,942
-7,894
-6% -$762K 0.02% 373
2025
Q1 		$14.2M Sell
137,836
-8,617
-6% -$842K 0.02% 347
2024
Q4 		$13.6M Sell
146,453
-11,278
-7% -$1.13M 0.02% 377
2024
Q3 		$16.4M Sell
157,731
-9,982
-6% -$951K 0.02% 350
2024
Q2 		$16.1M Sell
167,713
-17,054
-9% -$1.64M 0.02% 349
2024
Q1 		$18.3M Sell
184,767
-23,620
-11% -$2.18M 0.02% 334
2023
Q4 		$18.6M Sell
208,387
-56,213
-21% -$4.67M 0.03% 331
2023
Q3 		$21.3M Sell
264,600
-2,123,586
-89% -$182M 0.03% 303
2023
Q2 		$213M Sell
2,388,186
-96,998
-4% -$8.17M 0.33% 68
2023
Q1 		$210M Buy
2,485,184
+119,644
+5% +$9.9M 0.36% 64
2022
Q4 		$185M Buy
2,365,540
+6,364
+0.3% +$470K 0.34% 73
2022
Q3 		$151M Buy
2,359,176
+23,673
+1% +$1.73M 0.29% 79
2022
Q2 		$165M Buy
2,335,503
+1,303,196
+126% +$96M 0.31% 77
2022
Q1 		$79.4M Sell
1,032,307
-17,730
-2% -$1.42M 0.12% 138
2021
Q4 		$91.4M Buy
1,050,037
+10,534
+1% +$882K 0.11% 129
2021
Q3 		$85.5M Sell
1,039,503
-910
-0.1% -$80K 0.13% 135
2021
Q2 		$85.1M Buy
1,040,413
+14,806
+1% +$1.14M 0.13% 136
2021
Q1 		$70.2M Sell
1,025,607
-19,151
-2% -$1.25M 0.12% 146
2020
Q4 		$70.6M Buy
1,044,758
+318,929
+44% +$20.7M 0.13% 133
2020
Q3 		$45.3M Buy
725,829
+312,475
+76% +$19.1M 0.09% 148
2020
Q2 		$23.5M Buy
+413,354
New +$21.4M 0.05% 213

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

Brown Advisory's OTIS Position: Q2 2026 in Review

Brown Advisory reduced its Otis Worldwide (OTIS) stake by 7.1% in Q2 2026, selling an estimated $617K and leaving 108,030 shares worth $7.73M. The position accounts for 0.01% of the portfolio, ranked #474.

Brown Advisory first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $213M in Q2 2023. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Brown Advisory held 108,030 shares of Otis Worldwide worth $7.73M as of Q2 2026.
  • Brown Advisory sold 8,257 Otis Worldwide shares in Q2 2026, an estimated $617K.
  • Otis Worldwide made up 0.01% of Brown Advisory's portfolio in Q2 2026, its #474 holding.
  • Brown Advisory first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Brown Advisory's Otis Worldwide position peaked at $213M in Q2 2023.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.