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Cloverfields Capital Group’s Otis Worldwide OTIS Stock Holding History

Cloverfields Capital Group’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 		$6.16M Sell
86,011
-3,053
-3% -$228K 1.86% 14
2026
Q1 		$6.87M Sell
89,064
-3,465
-4% -$303K 2.22% 6
2025
Q4 		$8.08M Buy
92,529
+9,699
+12% +$868K 2.5% 6
2025
Q3 		$7.57M Sell
82,830
-2,972
-3% -$270K 2.37% 6
2025
Q2 		$8.5M Buy
85,802
+3,040
+4% +$293K 2.52% 1
2025
Q1 		$8.54M Sell
82,762
-2,248
-3% -$220K 2.82% 2
2024
Q4 		$7.87M Buy
85,010
+1,448
+2% +$145K 2.53% 3
2024
Q3 		$8.69M Sell
83,562
-8,986
-10% -$856K 2.81% 1
2024
Q2 		$8.91M Sell
92,548
-3,985
-4% -$384K 3.01% 1
2024
Q1 		$9.58M Buy
96,533
+4,796
+5% +$443K 3.23% 2
2023
Q4 		$8.21M Buy
91,737
+62,350
+212% +$5.18M 3.22% 2
2023
Q3 		$2.36M Hold
29,387
– – 1.06% 38
2023
Q2 		$2.62M Buy
29,387
+11,302
+62% +$952K 0.84% 31
2023
Q1 		$1.53M Buy
18,085
+9,272
+105% +$767K 0.46% 42
2022
Q4 		$690K Sell
8,813
-2,066
-19% -$153K 0.22% 47
2022
Q3 		$694K Buy
10,879
+138
+1% +$10.1K 0.24% 46
2022
Q2 		$759K Hold
10,741
– – 0.23% 46
2022
Q1 		$827K Sell
10,741
-883
-8% -$70.6K 0.26% 43
2021
Q4 		$1.01M Buy
11,624
+35
+0.3% +$2.93K 0.32% 44
2021
Q3 		$954K Hold
11,589
– – 0.31% 42
2021
Q2 		$948K Buy
11,589
+149
+1% +$11.5K 0.28% 43
2021
Q1 		$783K Buy
11,440
+208
+2% +$13.6K 0.25% 43
2020
Q4 		$759K Buy
+11,232
New +$729K 0.29% 41

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

Cloverfields Capital Group's OTIS Position: Q2 2026 in Review

Cloverfields Capital Group reduced its Otis Worldwide (OTIS) stake by 3.4% in Q2 2026, selling an estimated $228K and leaving 86,011 shares worth $6.16M. The position accounts for 1.86% of the portfolio, ranked #14.

Cloverfields Capital Group first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.58M in Q1 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cloverfields Capital Group held 86,011 shares of Otis Worldwide worth $6.16M as of Q2 2026.
  • Cloverfields Capital Group sold 3,053 Otis Worldwide shares in Q2 2026, an estimated $228K.
  • Otis Worldwide made up 1.86% of Cloverfields Capital Group's portfolio in Q2 2026, its #14 holding.
  • Cloverfields Capital Group first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • Cloverfields Capital Group's Otis Worldwide position peaked at $9.58M in Q1 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cloverfields Capital Group's 13F filing for Q2 2026, filed 13 Aug 2026.