Chilton Capital Management’s Otis Worldwide OTIS Stock Holding History

Chilton Capital 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	$8.52K	Hold	119	–	–	﹤0.01%	472
2026 Q1	$9.17K	Sell	119 -60	-34%	-$5.25K	﹤0.01%	477
2025 Q4	$15.6K	Sell	179 -59	-25%	-$5.28K	﹤0.01%	431
2025 Q3	$21.8K	Sell	238 -75	-24%	-$6.81K	﹤0.01%	428
2025 Q2	$31K	Buy	+313	New	+$30.2K	﹤0.01%	378
2024 Q4	–	Sell	-24	Closed	-$2.5K	–	646
2024 Q3	$2.5K	Sell	24 -100	-81%	-$9.53K	﹤0.01%	595
2024 Q2	$11.9K	Buy	124 +109	+727%	+$10.5K	﹤0.01%	482
2024 Q1	$1.49K	Hold	15	–	–	﹤0.01%	547
2023 Q4	$1.34K	Hold	15	–	–	﹤0.01%	554
2023 Q3	$1.21K	Hold	15	–	–	﹤0.01%	490
2023 Q2	$1.34K	Hold	15	–	–	﹤0.01%	515
2023 Q1	$1.27K	Buy	+15	New	+$1.24K	﹤0.01%	523
2022 Q3	–	Sell	-1,260	Closed	-$89K	–	502
2022 Q2	$89K	Buy	+1,260	New	+$92.8K	0.01%	275
2022 Q1	–	Sell	-1,163	Closed	-$101K	–	501
2021 Q4	$101K	Buy	+1,163	New	+$97.3K	0.01%	280

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 $3.38T AUM 44.17% 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

Chilton Capital Management's OTIS Position: Q2 2026 in Review

Chilton Capital Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 119 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Chilton Capital Management first reported a position in OTIS in Q4 2021 and has held it in 14 quarters since. The position peaked at $101K in Q4 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Chilton Capital Management held 119 shares of Otis Worldwide worth $8.52K as of Q2 2026.
Chilton Capital Management left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #472 holding.
Chilton Capital Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 14 quarters since.
Chilton Capital Management's Otis Worldwide position peaked at $101K in Q4 2021.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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