Emmett Investment Management’s Otis Worldwide OTIS Stock Holding History

Emmett Investment 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	–	Sell	-19,525	Closed	-$1.51M	–	32
2026 Q1	$1.51M	Buy	+19,525	New	+$1.71M	1.16%	24

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

Emmett Investment Management's OTIS Position: Q2 2026 in Review

Emmett Investment Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 19,525 shares — an estimated $1.51M sold.

Emmett Investment Management first reported a position in OTIS in Q1 2026 and held it in 1 quarter. The position peaked at $1.51M in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Emmett Investment Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Emmett Investment Management sold 19,525 Otis Worldwide shares in Q2 2026, an estimated $1.51M.
Emmett Investment Management first reported a position in Otis Worldwide in Q1 2026 and held it in 1 quarter.
Emmett Investment Management's Otis Worldwide position peaked at $1.51M in Q1 2026.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Emmett Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.