Dynamic Technology Lab’s Otis Worldwide OTIS Stock Holding History

Dynamic Technology Lab’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	$1.65M	Sell	23,102 -18,861	-45%	-$1.41M	0.37%	50
2026 Q1	$3.23M	Buy	41,963 +28,361	+209%	+$2.48M	0.53%	9
2025 Q4	$1.19M	Buy	+13,602	New	+$1.22M	0.27%	87
2025 Q3	–	Sell	-2,121	Closed	-$210K	–	1110
2025 Q2	$210K	Buy	+2,121	New	+$205K	0.03%	789
2025 Q1	–	Sell	-8,900	Closed	-$824K	–	1252
2024 Q4	$824K	Buy	+8,900	New	+$892K	0.13%	270
2024 Q3	–	Sell	-2,615	Closed	-$252K	–	1256
2024 Q2	$252K	Sell	2,615 -13,607	-84%	-$1.31M	0.03%	732
2024 Q1	$1.61M	Sell	16,222 -12,579	-44%	-$1.16M	0.17%	167
2023 Q4	$2.58M	Buy	+28,801	New	+$2.39M	0.27%	68
2023 Q3	–	Sell	-6,608	Closed	-$588K	–	1218
2023 Q2	$588K	Buy	+6,608	New	+$557K	0.07%	451
2022 Q4	–	Sell	-23,157	Closed	-$1.48M	–	1408
2022 Q3	$1.48M	Buy	+23,157	New	+$1.69M	0.15%	233
2022 Q1	–	Sell	-3,880	Closed	-$338K	–	1402
2021 Q4	$338K	Sell	3,880 -12,138	-76%	-$1.02M	0.04%	754
2021 Q3	$1.32M	Buy	16,018 +10,572	+194%	+$930K	0.16%	181
2021 Q2	$445K	Buy	+5,446	New	+$419K	0.04%	637
2020 Q4	–	Sell	-10,190	Closed	-$636K	–	1254
2020 Q3	$636K	Buy	+10,190	New	+$623K	0.1%	347

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

Dynamic Technology Lab's OTIS Position: Q2 2026 in Review

Dynamic Technology Lab reduced its Otis Worldwide (OTIS) stake by 45% in Q2 2026, selling an estimated $1.41M and leaving 23,102 shares worth $1.65M. The position accounts for 0.37% of the portfolio, ranked #50.

Dynamic Technology Lab first reported a position in OTIS in Q3 2020 and has held it in 14 quarters since. The position peaked at $3.23M in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Dynamic Technology Lab held 23,102 shares of Otis Worldwide worth $1.65M as of Q2 2026.
Dynamic Technology Lab sold 18,861 Otis Worldwide shares in Q2 2026, an estimated $1.41M.
Otis Worldwide made up 0.37% of Dynamic Technology Lab's portfolio in Q2 2026, its #50 holding.
Dynamic Technology Lab first reported a position in Otis Worldwide in Q3 2020 and has held it in 14 quarters since.
Dynamic Technology Lab's Otis Worldwide position peaked at $3.23M in Q1 2026.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Dynamic Technology Lab's 13F filing for Q2 2026, filed 13 Aug 2026.