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Equitable Trust’s Otis Worldwide OTIS Stock Holding History

Equitable Trust’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 		$2.23M Sell
31,144
-5,951
-16% -$445K 0.09% 155
2026
Q1 		$2.86M Sell
37,095
-70,193
-65% -$6.14M 0.13% 131
2025
Q4 		$9.37M Sell
107,288
-33,020
-24% -$2.95M 0.42% 50
2025
Q3 		$12.8M Sell
140,308
-24,826
-15% -$2.25M 0.59% 37
2025
Q2 		$16.4M Sell
165,134
-17,648
-10% -$1.7M 0.81% 31
2025
Q1 		$18.9M Sell
182,782
-16,871
-8% -$1.65M 1.04% 21
2024
Q4 		$18.5M Sell
199,653
-24,093
-11% -$2.42M 1.03% 21
2024
Q3 		$23.3M Sell
223,746
-14,043
-6% -$1.34M 1.49% 12
2024
Q2 		$22.9M Sell
237,789
-6,531
-3% -$629K 1.57% 11
2024
Q1 		$24.3M Sell
244,320
-2,168
-0.9% -$200K 1.68% 13
2023
Q4 		$22.1M Sell
246,488
-5,199
-2% -$432K 1.66% 14
2023
Q3 		$20.2M Buy
251,687
+151
+0.1% +$12.9K 1.67% 14
2023
Q2 		$22.4M Buy
251,536
+2,129
+0.9% +$179K 1.71% 13
2023
Q1 		$21M Sell
249,407
-10,168
-4% -$841K 1.66% 13
2022
Q4 		$20.3M Buy
259,575
+77,696
+43% +$5.74M 1.6% 14
2022
Q3 		$11.6M Buy
181,879
+69,852
+62% +$5.11M 0.97% 23
2022
Q2 		$7.92M Buy
+112,027
New +$8.25M 0.59% 39

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Equitable Trust's OTIS Position: Q2 2026 in Review

Equitable Trust reduced its Otis Worldwide (OTIS) stake by 16% in Q2 2026, selling an estimated $445K and leaving 31,144 shares worth $2.23M. The position accounts for 0.09% of the portfolio, ranked #155.

Equitable Trust first reported a position in OTIS in Q2 2022 and has held it in 17 quarters since. The position peaked at $24.3M in Q1 2024. 1,226 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Equitable Trust held 31,144 shares of Otis Worldwide worth $2.23M as of Q2 2026.
  • Equitable Trust sold 5,951 Otis Worldwide shares in Q2 2026, an estimated $445K.
  • Otis Worldwide made up 0.09% of Equitable Trust's portfolio in Q2 2026, its #155 holding.
  • Equitable Trust first reported a position in Otis Worldwide in Q2 2022 and has held it in 17 quarters since.
  • Equitable Trust's Otis Worldwide position peaked at $24.3M in Q1 2024.
  • 1,226 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.