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Callan Family Office’s Otis Worldwide OTIS Stock Holding History

Callan Family Office’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 		$320K Sell
4,475
-720
-14% -$53.8K 0.01% 975
2026
Q1 		$400K Sell
5,195
-128
-2% -$11.2K 0.01% 840
2025
Q4 		$465K Sell
5,323
-42
-0.8% -$3.76K 0.01% 804
2025
Q3 		$491K Sell
5,365
-3,254
-38% -$295K 0.02% 542
2025
Q2 		$853K Buy
8,619
+5,212
+153% +$503K 0.03% 437
2025
Q1 		$352K Sell
3,407
-168
-5% -$16.4K 0.03% 393
2024
Q4 		$331K Buy
+3,575
New +$359K 0.02% 462

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 $3.38T AUM 44.17% 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

Callan Family Office's OTIS Position: Q2 2026 in Review

Callan Family Office reduced its Otis Worldwide (OTIS) stake by 14% in Q2 2026, selling an estimated $53.8K and leaving 4,475 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #975.

Callan Family Office first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $853K in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Callan Family Office held 4,475 shares of Otis Worldwide worth $320K as of Q2 2026.
  • Callan Family Office sold 720 Otis Worldwide shares in Q2 2026, an estimated $53.8K.
  • Otis Worldwide made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #975 holding.
  • Callan Family Office first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Otis Worldwide position peaked at $853K in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.