Chesapeake Asset Management’s Otis Worldwide OTIS Stock Holding History

Chesapeake Asset 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	$28.4K	Sell	397 -153	-28%	-$11.4K	0.02%	180
2026 Q1	$42.4K	Sell	550 -200	-27%	-$17.5K	0.03%	152
2025 Q4	$65.5K	Buy	750 +3	+0.4%	+$268	0.05%	146
2025 Q3	$68.3K	Buy	747 +350	+88%	+$31.8K	0.06%	131
2025 Q2	$39.3K	Sell	397 -5	-1%	-$483	0.04%	145
2025 Q1	$41.5K	Hold	402	–	–	0.04%	128
2024 Q4	$37.2K	Hold	402	–	–	0.03%	142
2024 Q3	$41.8K	Buy	402 +5	+1%	+$476	0.04%	139
2024 Q2	$38.2K	Hold	397	–	–	0.04%	137
2024 Q1	$39.4K	Hold	397	–	–	0.04%	128
2023 Q4	$35.5K	Hold	397	–	–	0.03%	153
2023 Q3	$31.9K	Sell	397 -700	-64%	-$59.9K	0.03%	165
2023 Q2	$97.6K	Sell	1,097 -206	-16%	-$17.4K	0.09%	115
2023 Q1	$110K	Buy	+1,303	New	+$108K	0.1%	111

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Chesapeake Asset Management's OTIS Position: Q2 2026 in Review

Chesapeake Asset Management reduced its Otis Worldwide (OTIS) stake by 28% in Q2 2026, selling an estimated $11.4K and leaving 397 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #180.

Chesapeake Asset Management first reported a position in OTIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $110K in Q1 2023. 1,229 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Chesapeake Asset Management held 397 shares of Otis Worldwide worth $28.4K as of Q2 2026.
Chesapeake Asset Management sold 153 Otis Worldwide shares in Q2 2026, an estimated $11.4K.
Otis Worldwide made up 0.02% of Chesapeake Asset Management's portfolio in Q2 2026, its #180 holding.
Chesapeake Asset Management first reported a position in Otis Worldwide in Q1 2023 and has held it in 14 quarters since.
Chesapeake Asset Management's Otis Worldwide position peaked at $110K in Q1 2023.
1,229 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.