Fairscale Capital’s Otis Worldwide OTIS Stock Holding History

Fairscale Capital’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	$859	Hold	12	–	–	﹤0.01%	416
2026 Q1	$925	Hold	12	–	–	﹤0.01%	409
2025 Q4	$1.05K	Hold	12	–	–	﹤0.01%	396
2025 Q3	$1.1K	Hold	12	–	–	﹤0.01%	415
2025 Q2	$1.03K	Hold	12	–	–	﹤0.01%	412
2025 Q1	$1.24K	Hold	12	–	–	﹤0.01%	315
2024 Q4	$1.11K	Hold	12	–	–	﹤0.01%	324
2024 Q3	$1.25K	Hold	12	–	–	﹤0.01%	318
2024 Q2	$1.2K	Buy	+12	New	+$1.16K	﹤0.01%	327

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

Fairscale Capital's OTIS Position: Q2 2026 in Review

Fairscale Capital held its Otis Worldwide (OTIS) position steady in Q2 2026 at 12 shares worth $859. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Fairscale Capital first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.25K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Fairscale Capital held 12 shares of Otis Worldwide worth $859 as of Q2 2026.
Fairscale Capital left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Fairscale Capital's portfolio in Q2 2026, its #416 holding.
Fairscale Capital first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
Fairscale Capital's Otis Worldwide position peaked at $1.25K in Q3 2024.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fairscale Capital's 13F filing for Q2 2026, filed 7 Aug 2026.