Capstone Investment Advisors
OTIS icon

Capstone Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-2,100
Closed -$208K – 2016
2025
Q2 		$208K Sell
2,100
-5,300
-72% -$512K ﹤0.01% 1519
2025
Q1 		$764K Sell
7,400
-42,000
-85% -$4.1M ﹤0.01% 960
2024
Q4 		$4.57M Buy
49,400
+4,500
+10% +$451K 0.01% 580
2024
Q3 		$4.67M Buy
44,900
+5,100
+13% +$486K 0.01% 479
2024
Q2 		$3.83M Buy
39,800
+4,400
+12% +$424K 0.01% 518
2024
Q1 		$3.51M Sell
35,400
-31,900
-47% -$2.95M 0.01% 564
2023
Q4 		$6.02M Buy
67,300
+27,500
+69% +$2.29M 0.02% 469
2023
Q3 		$3.2M Buy
39,800
+3,800
+11% +$325K 0.01% 563
2023
Q2 		$3.2M Buy
36,000
+2,000
+6% +$168K 0.02% 499
2023
Q1 		$2.87M Sell
34,000
-27,500
-45% -$2.28M 0.01% 495
2022
Q4 		$4.82M Buy
61,500
+7,400
+14% +$546K 0.04% 398
2022
Q3 		$3.45M Sell
54,100
-4,100
-7% -$300K 0.02% 525
2022
Q2 		$4.11M Sell
58,200
-52,500
-47% -$3.87M 0.02% 472
2022
Q1 		$8.52M Buy
110,700
+66,800
+152% +$5.34M 0.02% 515
2021
Q4 		$3.82M Sell
43,900
-34,300
-44% -$2.87M 0.01% 905
2021
Q3 		$6.43M Sell
78,200
-16,300
-17% -$1.43M 0.01% 768
2021
Q2 		$7.73M Buy
94,500
+25,000
+36% +$1.92M 0.02% 606
2021
Q1 		$4.76M Buy
69,500
+45,100
+185% +$2.95M 0.01% 658
2020
Q4 		$1.65M Buy
+24,400
New +$1.58M 0.01% 935

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

Capstone Investment Advisors's OTIS Position: Q2 2026 in Review

Capstone Investment Advisors increased its Otis Worldwide (OTIS) stake by 260% in Q2 2026, buying an estimated $1.07M and bringing the position to 19,861 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Capstone Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.1M in Q3 2020. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Capstone Investment Advisors held 19,861 shares of Otis Worldwide worth $1.42M as of Q2 2026.
  • Capstone Investment Advisors bought 14,346 Otis Worldwide shares in Q2 2026, an estimated $1.07M.
  • Otis Worldwide made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #835 holding.
  • Capstone Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 19 quarters since.
  • Capstone Investment Advisors's Otis Worldwide position peaked at $3.1M in Q3 2020.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.