Capital Fund Management (CFM)
OTIS icon

Capital Fund Management (CFM)’s Otis Worldwide OTIS Stock Holding History

Capital Fund Management (CFM)’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
2025
Q4 		– Sell
-13,000
Closed -$1.19M – 2571
2025
Q3 		$1.19M Buy
+13,000
New +$1.18M ﹤0.01% 2025
2025
Q1 		– Sell
-23,700
Closed -$2.19M – 2255
2024
Q4 		$2.19M Sell
23,700
-27,200
-53% -$2.73M 0.01% 1450
2024
Q3 		$5.29M Buy
50,900
+36,200
+246% +$3.45M 0.01% 998
2024
Q2 		$1.42M Buy
+14,700
New +$1.42M ﹤0.01% 1510
2023
Q4 		– Sell
-24,100
Closed -$1.94M – 2253
2023
Q3 		$1.94M Buy
+24,100
New +$2.06M 0.01% 1374
2023
Q2 		– Sell
-10,800
Closed -$912K – 1843
2023
Q1 		$912K Buy
10,800
+400
+4% +$33.1K ﹤0.01% 1299
2022
Q4 		$814K Buy
+10,400
New +$768K 0.01% 1175
2022
Q1 		– Sell
-16,900
Closed -$1.47M – 1705
2021
Q4 		$1.47M Sell
16,900
-28,800
-63% -$2.41M 0.01% 1154
2021
Q3 		$3.76M Buy
45,700
+18,400
+67% +$1.62M 0.03% 683
2021
Q2 		$2.23M Buy
+27,300
New +$2.1M 0.02% 894

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

Capital Fund Management (CFM)'s OTIS Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Otis Worldwide (OTIS) stake by 36% in Q2 2026, selling an estimated $16.1M and leaving 376,724 shares worth $27M. The position accounts for 0.12% of the portfolio, ranked #209.

Capital Fund Management (CFM) first reported a position in OTIS in Q3 2021 and has held it in 13 quarters since. The position peaked at $45.7M in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Capital Fund Management (CFM) held 376,724 shares of Otis Worldwide worth $27M as of Q2 2026.
  • Capital Fund Management (CFM) sold 216,007 Otis Worldwide shares in Q2 2026, an estimated $16.1M.
  • Otis Worldwide made up 0.12% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #209 holding.
  • Capital Fund Management (CFM) first reported a position in Otis Worldwide in Q3 2021 and has held it in 13 quarters since.
  • Capital Fund Management (CFM)'s Otis Worldwide position peaked at $45.7M in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.