Everence Capital Management’s Otis Worldwide OTIS Stock Holding History

Everence 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	$551K	Sell	7,692 -5,741	-43%	-$429K	0.03%	389
2026 Q1	$1.03M	Sell	13,433 -3,347	-20%	-$293K	0.06%	236
2025 Q4	$1.47M	Hold	16,780	–	–	0.09%	186
2025 Q3	$1.53M	Hold	16,780	–	–	0.09%	175
2025 Q2	$1.66M	Hold	16,780	–	–	0.11%	163
2025 Q1	$1.73M	Hold	16,780	–	–	0.12%	156
2024 Q4	$1.55M	Sell	16,780 -3,700	-18%	-$371K	0.1%	165
2024 Q3	$2.13M	Sell	20,480 -4,950	-19%	-$472K	0.13%	133
2024 Q2	$2.32M	Hold	25,430	–	–	0.16%	115
2024 Q1	$2.52M	Hold	25,430	–	–	0.17%	115
2023 Q4	$2.27M	Hold	25,430	–	–	0.16%	115
2023 Q3	$2.04M	Hold	25,430	–	–	0.16%	117
2023 Q2	$2.02M	Hold	25,430	–	–	0.16%	114
2023 Q1	$2.15M	Hold	25,430	–	–	0.18%	113
2022 Q4	$1.99M	Buy	25,430 +6,540	+35%	+$483K	0.17%	114
2022 Q3	$1.21M	Buy	18,890 +4,950	+36%	+$362K	0.11%	161
2022 Q2	$985K	Buy	13,940 +4,680	+51%	+$345K	0.09%	187
2022 Q1	$713K	Hold	9,260	–	–	0.05%	283
2021 Q4	$806K	Sell	9,260 -1,530	-14%	-$128K	0.06%	269
2021 Q3	$888K	Hold	10,790	–	–	0.07%	223
2021 Q2	$882K	Hold	10,790	–	–	0.07%	228
2021 Q1	$739K	Hold	10,790	–	–	0.07%	239
2020 Q4	$729K	Hold	10,790	–	–	0.07%	233
2020 Q3	$674K	Buy	+10,790	New	+$660K	0.07%	215

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

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

Everence Capital Management reduced its Otis Worldwide (OTIS) stake by 43% in Q2 2026, selling an estimated $429K and leaving 7,692 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #389.

Everence Capital Management first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.52M in Q1 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Everence Capital Management held 7,692 shares of Otis Worldwide worth $551K as of Q2 2026.
Everence Capital Management sold 5,741 Otis Worldwide shares in Q2 2026, an estimated $429K.
Otis Worldwide made up 0.03% of Everence Capital Management's portfolio in Q2 2026, its #389 holding.
Everence Capital Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
Everence Capital Management's Otis Worldwide position peaked at $2.52M in Q1 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.