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Claret Asset Management’s Otis Worldwide OTIS Stock Holding History

Claret 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 		$223K Buy
+3,119
New +$233K 0.02% 440
2026
Q1 		– Sell
-2,369
Closed -$207K – 389
2025
Q4 		$207K Sell
2,369
-6
-0.3% -$537 0.02% 354
2025
Q3 		$217K Sell
2,375
-33
-1% -$3K 0.03% 360
2025
Q2 		$238K Buy
+2,408
New +$232K 0.03% 199
2025
Q1 		– Hold
0
– – – 256
2024
Q4 		– Sell
-2,017
Closed -$210K – 339
2024
Q3 		$210K Buy
+2,017
New +$192K 0.03% 294

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Claret Asset Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 3,119 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #440 among its holdings. This is a return to the name: Claret Asset Management previously reported a position in OTIS as recently as Q4 2025.

Claret Asset Management first reported a position in OTIS in Q3 2024 and has held it in 5 quarters since. The position peaked at $238K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Claret Asset Management held 3,119 shares of Otis Worldwide worth $223K as of Q2 2026.
  • Otis Worldwide was a new Claret Asset Management position in Q2 2026.
  • Otis Worldwide made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #440 holding.
  • Claret Asset Management first reported a position in Otis Worldwide in Q3 2024 and has held it in 5 quarters since.
  • Claret Asset Management's Otis Worldwide position peaked at $238K in Q2 2025.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.