Charles Schwab
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Charles Schwab’s Otis Worldwide OTIS Stock Holding History

Charles Schwab’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 		$178M Buy
2,480,957
+32,389
+1% +$2.42M 0.02% 502
2026
Q1 		$189M Buy
2,448,568
+75,674
+3% +$6.62M 0.03% 445
2025
Q4 		$207M Buy
2,372,894
+8,425
+0.4% +$754K 0.03% 400
2025
Q3 		$216M Sell
2,364,469
-2,425
-0.1% -$220K 0.03% 388
2025
Q2 		$234M Buy
2,366,894
+33,086
+1% +$3.19M 0.04% 360
2025
Q1 		$241M Buy
2,333,808
+29,326
+1% +$2.86M 0.05% 328
2024
Q4 		$213M Buy
2,304,482
+67,937
+3% +$6.81M 0.04% 366
2024
Q3 		$232M Sell
2,236,545
-1,705
-0.1% -$162K 0.04% 330
2024
Q2 		$215M Buy
2,238,250
+42,662
+2% +$4.11M 0.04% 360
2024
Q1 		$218M Buy
2,195,588
+21,684
+1% +$2M 0.05% 333
2023
Q4 		$194M Buy
2,173,904
+41,361
+2% +$3.44M 0.05% 330
2023
Q3 		$171M Buy
2,132,543
+16,560
+0.8% +$1.42M 0.05% 333
2023
Q2 		$188M Sell
2,115,983
-5,390
-0.3% -$454K 0.05% 309
2023
Q1 		$179M Buy
2,121,373
+10,426
+0.5% +$863K 0.05% 313
2022
Q4 		$165M Buy
2,110,947
+29,001
+1% +$2.14M 0.05% 325
2022
Q3 		$133M Buy
2,081,946
+40,991
+2% +$3M 0.05% 351
2022
Q2 		$144M Buy
2,040,955
+910
+0% +$67K 0.05% 340
2022
Q1 		$157M Buy
2,040,045
+52,261
+3% +$4.18M 0.05% 357
2021
Q4 		$173M Sell
1,987,784
-41,318
-2% -$3.46M 0.05% 341
2021
Q3 		$167M Buy
2,029,102
+108,852
+6% +$9.57M 0.05% 323
2021
Q2 		$157M Buy
1,920,250
+29,678
+2% +$2.28M 0.05% 333
2021
Q1 		$129M Sell
1,890,572
-162,538
-8% -$10.6M 0.05% 359
2020
Q4 		$139M Buy
2,053,110
+4,670
+0.2% +$303K 0.06% 310
2020
Q3 		$128M Buy
2,048,440
+5,627
+0.3% +$344K 0.06% 291
2020
Q2 		$116M Buy
+2,042,813
New +$106M 0.06% 306

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

Charles Schwab's OTIS Position: Q2 2026 in Review

Charles Schwab increased its Otis Worldwide (OTIS) stake by 1.3% in Q2 2026, buying an estimated $2.42M and bringing the position to 2,480,957 shares worth $178M. The position accounts for 0.02% of the portfolio, ranked #502.

Charles Schwab first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $241M in Q1 2025. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Charles Schwab held 2,480,957 shares of Otis Worldwide worth $178M as of Q2 2026.
  • Charles Schwab bought 32,389 Otis Worldwide shares in Q2 2026, an estimated $2.42M.
  • Otis Worldwide made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #502 holding.
  • Charles Schwab first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Charles Schwab's Otis Worldwide position peaked at $241M in Q1 2025.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.