Davis Rea’s Otis Worldwide OTIS Stock Holding History

Davis Rea’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	$3.98M	Buy	55,527 +3,295	+6%	+$246K	1.13%	28
2026 Q1	$4.03M	Buy	52,232 +4,658	+10%	+$408K	1.05%	35
2025 Q4	$4.16M	Buy	47,574 +3,321	+8%	+$297K	1.04%	33
2025 Q3	$4.05M	Buy	44,253 +1,278	+3%	+$116K	0.98%	37
2025 Q2	$4.26M	Sell	42,975 -32	-0.1%	-$3.09K	1.06%	32
2025 Q1	$4.44M	Buy	+43,007	New	+$4.2M	1.18%	31

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

Davis Rea's OTIS Position: Q2 2026 in Review

Davis Rea increased its Otis Worldwide (OTIS) stake by 6.3% in Q2 2026, buying an estimated $246K and bringing the position to 55,527 shares worth $3.98M. The position accounts for 1.13% of the portfolio, ranked #28.

Davis Rea first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.44M in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Davis Rea held 55,527 shares of Otis Worldwide worth $3.98M as of Q2 2026.
Davis Rea bought 3,295 Otis Worldwide shares in Q2 2026, an estimated $246K.
Otis Worldwide made up 1.13% of Davis Rea's portfolio in Q2 2026, its #28 holding.
Davis Rea first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
Davis Rea's Otis Worldwide position peaked at $4.44M in Q1 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Davis Rea's 13F filing for Q2 2026, filed 4 Aug 2026.