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Fidelis Capital Partners’s Otis Worldwide OTIS Stock Holding History

Fidelis Capital Partners’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 		$296K Buy
4,139
+497
+14% +$37.1K 0.02% 435
2026
Q1 		$281K Buy
3,642
+92
+3% +$8.05K 0.02% 418
2025
Q4 		$310K Buy
3,550
+108
+3% +$9.66K 0.02% 387
2025
Q3 		$315K Sell
3,442
-59
-2% -$5.36K 0.02% 381
2025
Q2 		$304K Buy
3,501
+15
+0.4% +$1.45K 0.03% 350
2025
Q1 		$324K Sell
3,486
-148
-4% -$14.5K 0.03% 306
2024
Q4 		$344K Buy
3,634
+75
+2% +$7.52K 0.03% 316
2024
Q3 		$366K Sell
3,559
-39
-1% -$3.72K 0.04% 286
2024
Q2 		$333K Buy
3,598
+54
+2% +$5.2K 0.05% 270
2024
Q1 		$352K Buy
3,544
+201
+6% +$18.6K 0.05% 263
2023
Q4 		$299K Buy
3,343
+321
+11% +$26.7K 0.07% 244
2023
Q3 		$243K Buy
3,022
+20
+0.7% +$1.71K 0.08% 230
2023
Q2 		$267K Buy
3,002
+97
+3% +$8.17K 0.1% 218
2023
Q1 		$250K Buy
+2,905
New +$240K 0.11% 208

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 $3.38T AUM 44.17% 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

Fidelis Capital Partners's OTIS Position: Q2 2026 in Review

Fidelis Capital Partners increased its Otis Worldwide (OTIS) stake by 14% in Q2 2026, buying an estimated $37.1K and bringing the position to 4,139 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #435.

Fidelis Capital Partners first reported a position in OTIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $366K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fidelis Capital Partners held 4,139 shares of Otis Worldwide worth $296K as of Q2 2026.
  • Fidelis Capital Partners bought 497 Otis Worldwide shares in Q2 2026, an estimated $37.1K.
  • Otis Worldwide made up 0.02% of Fidelis Capital Partners's portfolio in Q2 2026, its #435 holding.
  • Fidelis Capital Partners first reported a position in Otis Worldwide in Q1 2023 and has held it in 14 quarters since.
  • Fidelis Capital Partners's Otis Worldwide position peaked at $366K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.