Dodge & Cox’s Otis Worldwide OTIS Stock Holding History

Dodge & Cox’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	$373K	Sell	5,210 -800	-13%	-$59.8K	﹤0.01%	210
2026 Q1	$463K	Sell	6,010 -10,000	-62%	-$875K	﹤0.01%	206
2025 Q4	$1.4M	Sell	16,010 -600	-4%	-$53.7K	﹤0.01%	166
2025 Q3	$1.52M	Sell	16,610 -2,710	-14%	-$246K	﹤0.01%	161
2025 Q2	$1.91M	Sell	19,320 -2,390	-11%	-$231K	﹤0.01%	158
2025 Q1	$2.24M	Sell	21,710 -100	-0.5%	-$9.77K	﹤0.01%	147
2024 Q4	$2.02M	Hold	21,810	–	–	﹤0.01%	151
2024 Q3	$2.27M	Hold	21,810	–	–	﹤0.01%	146
2024 Q2	$2.1M	Sell	21,810 -450	-2%	-$43.4K	﹤0.01%	144
2024 Q1	$2.21M	Sell	22,260 -5,004,237	-100%	-$463M	﹤0.01%	142
2023 Q4	$450M	Sell	5,026,497 -78,100	-2%	-$6.49M	0.29%	82
2023 Q3	$410M	Sell	5,104,597 -68,425	-1%	-$5.85M	0.28%	81
2023 Q2	$460M	Sell	5,173,022 -36,650	-0.7%	-$3.09M	0.31%	79
2023 Q1	$440M	Sell	5,209,672 -13,550	-0.3%	-$1.12M	0.3%	77
2022 Q4	$409M	Sell	5,223,222 -33,400	-0.6%	-$2.47M	0.28%	81
2022 Q3	$335M	Sell	5,256,622 -88,900	-2%	-$6.5M	0.25%	84
2022 Q2	$378M	Sell	5,345,522 -100	-0%	-$7.37K	0.26%	80
2022 Q1	$411M	Sell	5,345,622 -24,275	-0.5%	-$1.94M	0.25%	79
2021 Q4	$468M	Sell	5,369,897 -356,151	-6%	-$29.8M	0.29%	70
2021 Q3	$471M	Sell	5,726,048 -514,457	-8%	-$45.2M	0.31%	71
2021 Q2	$510M	Sell	6,240,505 -216,531	-3%	-$16.7M	0.33%	65
2021 Q1	$442M	Sell	6,457,036 -221,217	-3%	-$14.5M	0.32%	68
2020 Q4	$451M	Sell	6,678,253 -2,139,931	-24%	-$139M	0.36%	67
2020 Q3	$550M	Sell	8,818,184 -709,674	-7%	-$43.4M	0.5%	58
2020 Q2	$542M	Buy	+9,527,858	New	+$494M	0.5%	60

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 $3.37T AUM 44.26% 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

Dodge & Cox's OTIS Position: Q2 2026 in Review

Dodge & Cox reduced its Otis Worldwide (OTIS) stake by 13% in Q2 2026, selling an estimated $59.8K and leaving 5,210 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Dodge & Cox first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $550M in Q3 2020. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Dodge & Cox held 5,210 shares of Otis Worldwide worth $373K as of Q2 2026.
Dodge & Cox sold 800 Otis Worldwide shares in Q2 2026, an estimated $59.8K.
Otis Worldwide made up ﹤0.01% of Dodge & Cox's portfolio in Q2 2026, its #210 holding.
Dodge & Cox first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Dodge & Cox's Otis Worldwide position peaked at $550M in Q3 2020.
1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.