Caitong International Asset Management’s Otis Worldwide OTIS Stock Holding History

Caitong International 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	$1.57K	Sell	22 -6,457	-100%	-$482K	﹤0.01%	1439
2026 Q1	$499K	Buy	6,479 +4,566	+239%	+$399K	0.09%	199
2025 Q4	$167K	Buy	1,913 +731	+62%	+$65.4K	0.04%	257
2025 Q3	$108K	Buy	+1,182	New	+$107K	0.07%	157
2025 Q2	–	Sell	-116	Closed	-$12K	–	2345
2025 Q1	$12K	Sell	116 -343	-75%	-$33.5K	0.01%	838
2024 Q4	$42.5K	Buy	+459	New	+$46K	0.04%	536

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

Caitong International Asset Management's OTIS Position: Q2 2026 in Review

Caitong International Asset Management reduced its Otis Worldwide (OTIS) stake by 100% in Q2 2026, selling an estimated $482K and leaving 22 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Caitong International Asset Management first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $499K in Q1 2026. 1,233 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Caitong International Asset Management held 22 shares of Otis Worldwide worth $1.57K as of Q2 2026.
Caitong International Asset Management sold 6,457 Otis Worldwide shares in Q2 2026, an estimated $482K.
Otis Worldwide made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #1439 holding.
Caitong International Asset Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
Caitong International Asset Management's Otis Worldwide position peaked at $499K in Q1 2026.
1,233 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.