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Excalibur Management’s Otis Worldwide OTIS Stock Holding History

Excalibur 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 		$315K Buy
4,399
+1
+0% +$75 0.1% 138
2026
Q1 		$339K Sell
4,398
-37
-0.8% -$3.24K 0.12% 127
2025
Q4 		$387K Hold
4,435
– – 0.14% 119
2025
Q3 		$405K Hold
4,435
– – 0.15% 118
2025
Q2 		$439K Sell
4,435
-90
-2% -$8.69K 0.16% 112
2025
Q1 		$467K Hold
4,525
– – 0.18% 104
2024
Q4 		$419K Sell
4,525
-11
-0.2% -$1.1K 0.17% 108
2024
Q3 		$471K Sell
4,536
-191
-4% -$18.2K 0.18% 108
2024
Q2 		$455K Sell
4,727
-29
-0.6% -$2.79K 0.19% 107
2024
Q1 		$472K Buy
4,756
+24
+0.5% +$2.22K 0.2% 102
2023
Q4 		$423K Sell
4,732
-91
-2% -$7.57K 0.2% 105
2023
Q3 		$387K Hold
4,823
– – 0.2% 104
2023
Q2 		$429K Sell
4,823
-172
-3% -$14.5K 0.22% 97
2023
Q1 		$422K Sell
4,995
-47
-0.9% -$3.89K 0.22% 100
2022
Q4 		$395K Buy
5,042
+5
+0.1% +$369 0.21% 102
2022
Q3 		$321K Sell
5,037
-49
-1% -$3.58K 0.18% 111
2022
Q2 		$359K Sell
5,086
-696
-12% -$51.3K 0.19% 109
2022
Q1 		$445K Sell
5,782
-26
-0.4% -$2.08K 0.19% 107
2021
Q4 		$506K Sell
5,808
-8
-0.1% -$670 0.2% 100
2021
Q3 		$479K Sell
5,816
-8
-0.1% -$703 0.21% 100
2021
Q2 		$476K Sell
5,824
-17
-0.3% -$1.31K 0.22% 99
2021
Q1 		$400K Sell
5,841
-148
-2% -$9.68K 0.2% 102
2020
Q4 		$405K Sell
5,989
-933
-13% -$60.5K 0.22% 96
2020
Q3 		$432K Buy
6,922
+4
+0.1% +$245 0.26% 78
2020
Q2 		$393K Buy
+6,918
New +$358K 0.26% 72

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

Excalibur Management's OTIS Position: Q2 2026 in Review

Excalibur Management increased its Otis Worldwide (OTIS) stake by 0.02% in Q2 2026, buying an estimated $75 and bringing the position to 4,399 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #138.

Excalibur Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $506K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Excalibur Management held 4,399 shares of Otis Worldwide worth $315K as of Q2 2026.
  • Excalibur Management bought 1 Otis Worldwide share in Q2 2026, an estimated $75.
  • Otis Worldwide made up 0.1% of Excalibur Management's portfolio in Q2 2026, its #138 holding.
  • Excalibur Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Excalibur Management's Otis Worldwide position peaked at $506K in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.