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Fairman Group’s Otis Worldwide OTIS Stock Holding History

Fairman Group’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 		$286 Hold
4
– – ﹤0.01% 318
2026
Q1 		$308 Hold
4
– – ﹤0.01% 311
2025
Q4 		$349 Sell
4
-4
-50% -$358 ﹤0.01% 317
2025
Q3 		$731 Hold
8
– – ﹤0.01% 248
2025
Q2 		$792 Hold
8
– – ﹤0.01% 227
2025
Q1 		$741 Hold
8
– – ﹤0.01% 225
2024
Q4 		$741 Hold
8
– – ﹤0.01% 294
2024
Q3 		$832 Hold
8
– – ﹤0.01% 339
2024
Q2 		$770 Hold
8
– – ﹤0.01% 342
2024
Q1 		$794 Hold
8
– – ﹤0.01% 336
2023
Q4 		$716 Buy
+8
New +$665 ﹤0.01% 336

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

Fairman Group's OTIS Position: Q2 2026 in Review

Fairman Group held its Otis Worldwide (OTIS) position steady in Q2 2026 at 4 shares worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Fairman Group first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $832 in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fairman Group held 4 shares of Otis Worldwide worth $286 as of Q2 2026.
  • Fairman Group left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Fairman Group's portfolio in Q2 2026, its #318 holding.
  • Fairman Group first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Fairman Group's Otis Worldwide position peaked at $832 in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.