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Chicago Capital’s Otis Worldwide OTIS Stock Holding History

Chicago Capital’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 		$2.12M Buy
29,629
+5,671
+24% +$424K 0.05% 142
2026
Q1 		$1.85M Buy
23,958
+3,547
+17% +$310K 0.05% 145
2025
Q4 		$1.78M Buy
20,411
+1,210
+6% +$108K 0.04% 148
2025
Q3 		$1.76M Buy
19,201
+2,420
+14% +$220K 0.04% 145
2025
Q2 		$1.66M Buy
16,781
+2,920
+21% +$282K 0.04% 143
2025
Q1 		$1.43M Buy
13,861
+6,455
+87% +$631K 0.04% 145
2024
Q4 		$686K Buy
7,406
+13
+0.2% +$1.3K 0.02% 194
2024
Q3 		$768K Buy
7,393
+160
+2% +$15.2K 0.02% 185
2024
Q2 		$696K Buy
7,233
+250
+4% +$24.1K 0.02% 193
2024
Q1 		$693K Sell
6,983
-102
-1% -$9.43K 0.02% 191
2023
Q4 		$634K Hold
7,085
– – 0.02% 179
2023
Q3 		$569K Buy
7,085
+102
+1% +$8.72K 0.03% 145
2023
Q2 		$622K Buy
6,983
+103
+1% +$8.68K 0.03% 141
2023
Q1 		$581K Hold
6,880
– – 0.03% 149
2022
Q4 		$539K Sell
6,880
-125
-2% -$9.23K 0.03% 154
2022
Q3 		$447K Sell
7,005
-313
-4% -$22.9K 0.03% 169
2022
Q2 		$517K Buy
7,318
+375
+5% +$27.6K 0.03% 161
2022
Q1 		$534K Hold
6,943
– – 0.02% 170
2021
Q4 		$605K Hold
6,943
– – 0.02% 166
2021
Q3 		$571K Buy
6,943
+63
+0.9% +$5.54K 0.02% 170
2021
Q2 		$563K Hold
6,880
– – 0.02% 168
2021
Q1 		$471K Sell
6,880
-776
-10% -$50.7K 0.02% 176
2020
Q4 		$517K Sell
7,656
-228
-3% -$14.8K 0.02% 163
2020
Q3 		$492K Buy
7,884
+27
+0.3% +$1.65K 0.03% 155
2020
Q2 		$447K Buy
+7,857
New +$407K 0.03% 159

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

Chicago Capital's OTIS Position: Q2 2026 in Review

Chicago Capital increased its Otis Worldwide (OTIS) stake by 24% in Q2 2026, buying an estimated $424K and bringing the position to 29,629 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #142.

Chicago Capital first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Chicago Capital held 29,629 shares of Otis Worldwide worth $2.12M as of Q2 2026.
  • Chicago Capital bought 5,671 Otis Worldwide shares in Q2 2026, an estimated $424K.
  • Otis Worldwide made up 0.05% of Chicago Capital's portfolio in Q2 2026, its #142 holding.
  • Chicago Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.