Cypress Capital Management (Wyoming)’s Otis Worldwide OTIS Stock Holding History

Cypress Capital Management (Wyoming)’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	$35.8K	Hold	500	–	–	0.03%	118
2026 Q1	$38.5K	Hold	500	–	–	0.04%	104
2025 Q4	$43.7K	Hold	500	–	–	0.04%	94
2025 Q3	$45.7K	Hold	500	–	–	0.04%	94
2025 Q2	$49.5K	Hold	500	–	–	0.05%	85
2025 Q1	$51.6K	Hold	500	–	–	0.06%	82
2024 Q4	$46.3K	Sell	500 -100	-17%	-$10K	0.05%	80
2024 Q3	$62.4K	Hold	600	–	–	0.07%	75
2024 Q2	$57.8K	Hold	600	–	–	0.06%	75
2024 Q1	$59.6K	Hold	600	–	–	0.06%	72
2023 Q4	$53.7K	Sell	600 -705	-54%	-$58.6K	0.06%	74
2023 Q3	$105K	Hold	1,305	–	–	0.12%	57
2023 Q2	$116K	Sell	1,305 -25	-2%	-$2.11K	0.13%	53
2023 Q1	$112K	Sell	1,330 -500	-27%	-$41.4K	0.13%	53
2022 Q4	$143K	Sell	1,830 -450	-20%	-$33.2K	0.18%	44
2022 Q3	$145K	Hold	2,280	–	–	0.21%	41
2022 Q2	$161K	Sell	2,280 -450	-16%	-$33.1K	0.21%	42
2022 Q1	$210K	Sell	2,730 -725	-21%	-$57.9K	0.25%	42
2021 Q4	$301K	Sell	3,455 -62	-2%	-$5.19K	0.25%	55
2021 Q3	$289K	Sell	3,517 -100	-3%	-$8.79K	0.24%	61
2021 Q2	$296K	Hold	3,617	–	–	0.23%	68
2021 Q1	$248K	Sell	3,617 -20	-0.5%	-$1.31K	0.22%	70
2020 Q4	$246K	Hold	3,637	–	–	0.21%	69
2020 Q3	$238K	Hold	3,637	–	–	0.21%	67
2020 Q2	$207K	Buy	+3,637	New	+$188K	0.21%	73

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

Cypress Capital Management (Wyoming)'s OTIS Position: Q2 2026 in Review

Cypress Capital Management (Wyoming) held its Otis Worldwide (OTIS) position steady in Q2 2026 at 500 shares worth $35.8K. The position accounts for 0.03% of the portfolio, ranked #118.

Cypress Capital Management (Wyoming) first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $301K in Q4 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Cypress Capital Management (Wyoming) held 500 shares of Otis Worldwide worth $35.8K as of Q2 2026.
Cypress Capital Management (Wyoming) left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.03% of Cypress Capital Management (Wyoming)'s portfolio in Q2 2026, its #118 holding.
Cypress Capital Management (Wyoming) first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Cypress Capital Management (Wyoming)'s Otis Worldwide position peaked at $301K in Q4 2021.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q2 2026, filed 6 Aug 2026.