Dark Forest Capital Management’s Otis Worldwide OTIS Stock Holding History

Dark Forest 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	$3.13M	Buy	43,702 +21,691	+99%	+$1.62M	0.2%	150
2026 Q1	$1.7M	Buy	22,011 +15,541	+240%	+$1.36M	0.15%	198
2025 Q4	$565K	Sell	6,470 -9,207	-59%	-$824K	0.03%	796
2025 Q3	$1.43M	Buy	+15,677	New	+$1.42M	0.05%	606
2024 Q4	–	Sell	-3,125	Closed	-$325K	–	1214
2024 Q3	$325K	Buy	+3,125	New	+$298K	0.04%	577
2024 Q2	–	Sell	-2,450	Closed	-$243K	–	835
2024 Q1	$243K	Sell	2,450 -2,464	-50%	-$228K	0.04%	540
2023 Q4	$440K	Sell	4,914 -3,789	-44%	-$315K	0.07%	256
2023 Q3	$699K	Buy	8,703 +2,793	+47%	+$239K	0.05%	568
2023 Q2	$526K	Buy	+5,910	New	+$498K	0.05%	607
2022 Q1	–	Sell	-2,016	Closed	-$176K	–	1625
2021 Q4	$176K	Buy	+2,016	New	+$169K	0.06%	247

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

Dark Forest Capital Management's OTIS Position: Q2 2026 in Review

Dark Forest Capital Management increased its Otis Worldwide (OTIS) stake by 99% in Q2 2026, buying an estimated $1.62M and bringing the position to 43,702 shares worth $3.13M. The position accounts for 0.2% of the portfolio, ranked #150.

Dark Forest Capital Management first reported a position in OTIS in Q4 2021 and has held it in 10 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Dark Forest Capital Management held 43,702 shares of Otis Worldwide worth $3.13M as of Q2 2026.
Dark Forest Capital Management bought 21,691 Otis Worldwide shares in Q2 2026, an estimated $1.62M.
Otis Worldwide made up 0.2% of Dark Forest Capital Management's portfolio in Q2 2026, its #150 holding.
Dark Forest Capital Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 10 quarters since.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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