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Calamos Wealth Management’s Otis Worldwide OTIS Stock Holding History

Calamos Wealth 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
-2,765
Closed -$213K – 551
2026
Q1 		$213K Buy
+2,765
New +$242K 0.01% 512
2023
Q4 		– Sell
-3,202
Closed -$257K – 333
2023
Q3 		$257K Buy
3,202
+283
+10% +$24.2K 0.02% 275
2023
Q2 		$260K Buy
2,919
+5
+0.2% +$421 0.02% 274
2023
Q1 		$246K Sell
2,914
-11
-0.4% -$910 0.02% 278
2022
Q4 		$229K Buy
+2,925
New +$216K 0.02% 292
2022
Q3 		– Sell
-2,873
Closed -$203K – 334
2022
Q2 		$203K Sell
2,873
-158
-5% -$11.6K 0.02% 302
2022
Q1 		$233K Buy
3,031
+153
+5% +$12.2K 0.02% 309
2021
Q4 		$251K Buy
2,878
+47
+2% +$3.93K 0.02% 300
2021
Q3 		$233K Hold
2,831
– – 0.02% 299
2021
Q2 		$231K Buy
+2,831
New +$218K 0.02% 303

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

Calamos Wealth Management's OTIS Position: Q2 2026 in Review

Calamos Wealth Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,765 shares — an estimated $213K sold.

Calamos Wealth Management first reported a position in OTIS in Q2 2021 and held it in 10 quarters. The position peaked at $260K in Q2 2023. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Calamos Wealth Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 2,765 Otis Worldwide shares in Q2 2026, an estimated $213K.
  • Calamos Wealth Management first reported a position in Otis Worldwide in Q2 2021 and held it in 10 quarters.
  • Calamos Wealth Management's Otis Worldwide position peaked at $260K in Q2 2023.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.