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Coldstream Capital Management’s Otis Worldwide OTIS Stock Holding History

Coldstream 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 		– Sell
-3,240
Closed -$250K – 1286
2026
Q1 		$250K Buy
3,240
+517
+19% +$45.2K ﹤0.01% 1029
2025
Q4 		$238K Sell
2,723
-53
-2% -$4.74K ﹤0.01% 1018
2025
Q3 		$254K Sell
2,776
-38
-1% -$3.45K ﹤0.01% 1023
2025
Q2 		$279K Sell
2,814
-53
-2% -$5.12K ﹤0.01% 924
2025
Q1 		$296K Buy
2,867
+178
+7% +$17.4K 0.01% 818
2024
Q4 		$249K Buy
2,689
+109
+4% +$10.9K 0.01% 920
2024
Q3 		$267K Buy
2,580
+272
+12% +$25.9K 0.01% 893
2024
Q2 		$222K Buy
2,308
+180
+8% +$17.3K 0.01% 898
2024
Q1 		$211K Buy
+2,128
New +$197K 0.01% 932
2022
Q2 		$242K Buy
3,428
+755
+28% +$55.6K 0.01% 656
2022
Q1 		$206K Buy
+2,673
New +$214K 0.01% 746

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 $3.38T AUM 44.17% 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

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

Coldstream Capital Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,240 shares — an estimated $250K sold.

Coldstream Capital Management first reported a position in OTIS in Q1 2022 and held it in 11 quarters. The position peaked at $296K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Coldstream Capital Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 3,240 Otis Worldwide shares in Q2 2026, an estimated $250K.
  • Coldstream Capital Management first reported a position in Otis Worldwide in Q1 2022 and held it in 11 quarters.
  • Coldstream Capital Management's Otis Worldwide position peaked at $296K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.