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Copeland Capital Management’s Otis Worldwide OTIS Stock Holding History

Copeland 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 		$206K Sell
2,872
-588
-17% -$43.9K ﹤0.01% 150
2026
Q1 		$267K Buy
3,460
+534
+18% +$46.7K 0.01% 151
2025
Q4 		$256K Hold
2,926
– – 0.01% 147
2025
Q3 		$268K Sell
2,926
-7,855
-73% -$713K 0.01% 146
2025
Q2 		$1.07M Sell
10,781
-376
-3% -$36.3K 0.02% 128
2025
Q1 		$1.15M Sell
11,157
-1,094
-9% -$107K 0.02% 122
2024
Q4 		$1.13M Sell
12,251
-155,797
-93% -$15.6M 0.02% 124
2024
Q3 		$17.5M Sell
168,048
-6,897
-4% -$657K 0.3% 104
2024
Q2 		$16.8M Buy
174,945
+6,114
+4% +$589K 0.32% 101
2024
Q1 		$16.8M Buy
168,831
+12,714
+8% +$1.18M 0.3% 97
2023
Q4 		$14M Sell
156,117
-3,571
-2% -$297K 0.28% 94
2023
Q3 		$12.8M Sell
159,688
-4,002
-2% -$342K 0.28% 94
2023
Q2 		$14.6M Buy
163,690
+60,007
+58% +$5.06M 0.3% 89
2023
Q1 		$8.75M Sell
103,683
-683
-0.7% -$56.5K 0.21% 87
2022
Q4 		$8.17M Sell
104,366
-9,450
-8% -$698K 0.22% 98
2022
Q3 		$7.26M Sell
113,816
-4,850
-4% -$355K 0.24% 104
2022
Q2 		$8.39M Sell
118,666
-5,971
-5% -$440K 0.27% 99
2022
Q1 		$9.59M Sell
124,637
-63
-0.1% -$5.04K 0.26% 98
2021
Q4 		$10.9M Buy
124,700
+107,461
+623% +$9M 0.28% 101
2021
Q3 		$1.42M Sell
17,239
-2,431
-12% -$214K 0.04% 123
2021
Q2 		$1.61M Buy
19,670
+72
+0.4% +$5.54K 0.05% 120
2021
Q1 		$1.34M Buy
19,598
+3,438
+21% +$225K 0.04% 123
2020
Q4 		$1.09M Buy
16,160
+13,784
+580% +$894K 0.04% 121
2020
Q3 		$148K Buy
+2,376
New +$145K 0.01% 134

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

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

Copeland Capital Management reduced its Otis Worldwide (OTIS) stake by 17% in Q2 2026, selling an estimated $43.9K and leaving 2,872 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Copeland Capital Management first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $17.5M in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Copeland Capital Management held 2,872 shares of Otis Worldwide worth $206K as of Q2 2026.
  • Copeland Capital Management sold 588 Otis Worldwide shares in Q2 2026, an estimated $43.9K.
  • Otis Worldwide made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #150 holding.
  • Copeland Capital Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Copeland Capital Management's Otis Worldwide position peaked at $17.5M in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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