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Estabrook Capital Management’s Otis Worldwide OTIS Stock Holding History

Estabrook Capital 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 		$63.2K Sell
882
-100
-10% -$7.47K 0.01% 187
2026
Q1 		$75.7K Hold
982
– – 0.01% 172
2025
Q4 		$85.8K Hold
982
– – 0.01% 161
2025
Q3 		$89.8K Hold
982
– – 0.01% 155
2025
Q2 		$97.2K Sell
982
-164
-14% -$15.8K 0.02% 151
2025
Q1 		$118K Hold
1,146
– – 0.02% 145
2024
Q4 		$106K Hold
1,146
– – 0.02% 152
2024
Q3 		$119K Hold
1,146
– – 0.02% 155
2024
Q2 		$110K Hold
1,146
– – 0.02% 155
2024
Q1 		$114K Sell
1,146
-120
-9% -$11.1K 0.02% 153
2023
Q4 		$113K Hold
1,266
– – 0.02% 152
2023
Q3 		$102K Sell
1,266
-81
-6% -$6.93K 0.02% 160
2023
Q2 		$120K Sell
1,347
-300
-18% -$25.3K 0.02% 155
2023
Q1 		$139K Hold
1,647
– – 0.02% 148
2022
Q4 		$129K Hold
1,647
– – 0.02% 153
2022
Q3 		$105K Sell
1,647
-270
-14% -$19.8K 0.02% 160
2022
Q2 		$135K Buy
1,917
+540
+39% +$39.8K 0.02% 152
2022
Q1 		$106K Sell
1,377
-837
-38% -$66.9K 0.02% 177
2021
Q4 		$193K Sell
2,214
-236
-10% -$19.8K 0.03% 145
2021
Q3 		$202K Sell
2,450
-547
-18% -$48.1K 0.03% 130
2021
Q2 		$245K Sell
2,997
-235
-7% -$18.1K 0.04% 127
2021
Q1 		$221K Sell
3,232
-1,029
-24% -$67.3K 0.03% 130
2020
Q4 		$288K Sell
4,261
-1,641
-28% -$106K 0.05% 117
2020
Q3 		$368K Sell
5,902
-611
-9% -$37.4K 0.07% 100
2020
Q2 		$370K Buy
+6,513
New +$337K 0.07% 94

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

Estabrook Capital Management's OTIS Position: Q2 2026 in Review

Estabrook Capital Management reduced its Otis Worldwide (OTIS) stake by 10% in Q2 2026, selling an estimated $7.47K and leaving 882 shares worth $63.2K. The position accounts for 0.01% of the portfolio, ranked #187.

Estabrook Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $370K in Q2 2020. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Estabrook Capital Management held 882 shares of Otis Worldwide worth $63.2K as of Q2 2026.
  • Estabrook Capital Management sold 100 Otis Worldwide shares in Q2 2026, an estimated $7.47K.
  • Otis Worldwide made up 0.01% of Estabrook Capital Management's portfolio in Q2 2026, its #187 holding.
  • Estabrook Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Estabrook Capital Management's Otis Worldwide position peaked at $370K in Q2 2020.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Estabrook Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.