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Fiduciary Group’s Otis Worldwide OTIS Stock Holding History

Fiduciary 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 		$236K Sell
3,303
-200
-6% -$14.9K 0.02% 290
2026
Q1 		$270K Sell
3,503
-235
-6% -$20.6K 0.02% 270
2025
Q4 		$327K Hold
3,738
– – 0.03% 244
2025
Q3 		$342K Sell
3,738
-148
-4% -$13.4K 0.03% 238
2025
Q2 		$385K Sell
3,886
-200
-5% -$19.3K 0.04% 218
2025
Q1 		$422K Hold
4,086
– – 0.04% 207
2024
Q4 		$378K Hold
4,086
– – 0.04% 213
2024
Q3 		$425K Hold
4,086
– – 0.04% 204
2024
Q2 		$393K Hold
4,086
– – 0.04% 207
2024
Q1 		$406K Buy
4,086
+125
+3% +$11.6K 0.04% 203
2023
Q4 		$354K Sell
3,961
-137
-3% -$11.4K 0.04% 209
2023
Q3 		$329K Hold
4,098
– – 0.04% 195
2023
Q2 		$365K Sell
4,098
-285
-7% -$24K 0.04% 187
2023
Q1 		$370K Buy
4,383
+60
+1% +$4.96K 0.05% 184
2022
Q4 		$339K Hold
4,323
– – 0.05% 184
2022
Q3 		$327K Sell
4,323
-238
-5% -$17.4K 0.04% 188
2022
Q2 		$368K Sell
4,561
-81
-2% -$5.97K 0.05% 180
2022
Q1 		$338K Sell
4,642
-493
-10% -$39.4K 0.04% 175
2021
Q4 		$447K Sell
5,135
-219
-4% -$18.3K 0.05% 165
2021
Q3 		$430K Sell
5,354
-38
-0.7% -$3.34K 0.05% 166
2021
Q2 		$490K Hold
5,392
– – 0.06% 158
2021
Q1 		$420K Sell
5,392
-998
-16% -$65.2K 0.05% 163
2020
Q4 		$405K Sell
6,390
-1,776
-22% -$115K 0.05% 158
2020
Q3 		$510K Sell
8,166
-9,814
-55% -$600K 0.08% 137
2020
Q2 		$1.02M Buy
+17,980
New +$932K 0.17% 89

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

Fiduciary Group's OTIS Position: Q2 2026 in Review

Fiduciary Group reduced its Otis Worldwide (OTIS) stake by 5.7% in Q2 2026, selling an estimated $14.9K and leaving 3,303 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #290.

Fiduciary Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.02M in Q2 2020. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fiduciary Group held 3,303 shares of Otis Worldwide worth $236K as of Q2 2026.
  • Fiduciary Group sold 200 Otis Worldwide shares in Q2 2026, an estimated $14.9K.
  • Otis Worldwide made up 0.02% of Fiduciary Group's portfolio in Q2 2026, its #290 holding.
  • Fiduciary Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Fiduciary Group's Otis Worldwide position peaked at $1.02M in Q2 2020.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.