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Fiduciary Trust’s Otis Worldwide OTIS Stock Holding History

Fiduciary Trust’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 		$1.8M Sell
25,131
-2,926
-10% -$219K 0.02% 304
2026
Q1 		$2.16M Sell
28,057
-2,525
-8% -$221K 0.03% 268
2025
Q4 		$2.67M Sell
30,582
-556
-2% -$49.7K 0.03% 243
2025
Q3 		$2.85M Sell
31,138
-1,919
-6% -$174K 0.03% 235
2025
Q2 		$3.27M Sell
33,057
-5,328
-14% -$514K 0.04% 214
2025
Q1 		$3.96M Sell
38,385
-1,882
-5% -$184K 0.05% 196
2024
Q4 		$3.73M Buy
40,267
+719
+2% +$72.1K 0.05% 197
2024
Q3 		$4.11M Sell
39,548
-3,098
-7% -$295K 0.06% 187
2024
Q2 		$4.11M Sell
42,646
-629
-1% -$60.6K 0.06% 178
2024
Q1 		$4.3M Buy
43,275
+1,432
+3% +$132K 0.07% 167
2023
Q4 		$3.74M Sell
41,843
-919
-2% -$76.4K 0.06% 178
2023
Q3 		$3.43M Sell
42,762
-4,261
-9% -$364K 0.06% 177
2023
Q2 		$4.19M Sell
47,023
-1,590
-3% -$134K 0.07% 159
2023
Q1 		$4.1M Sell
48,613
-1,435
-3% -$119K 0.08% 163
2022
Q4 		$3.92M Sell
50,048
-1,941
-4% -$143K 0.08% 173
2022
Q3 		$3.32M Sell
51,989
-1,464
-3% -$107K 0.07% 178
2022
Q2 		$3.78M Sell
53,453
-6,193
-10% -$456K 0.08% 169
2022
Q1 		$4.59M Sell
59,646
-3,814
-6% -$305K 0.08% 169
2021
Q4 		$5.53M Sell
63,460
-1,373
-2% -$115K 0.09% 161
2021
Q3 		$5.33M Sell
64,833
-6,008
-8% -$528K 0.09% 160
2021
Q2 		$5.79M Sell
70,841
-1,833
-3% -$141K 0.11% 153
2021
Q1 		$4.97M Sell
72,674
-4,799
-6% -$314K 0.1% 156
2020
Q4 		$5.23M Sell
77,473
-4,762
-6% -$309K 0.11% 145
2020
Q3 		$5.13M Sell
82,235
-13,621
-14% -$833K 0.12% 134
2020
Q2 		$5.45M Buy
+95,856
New +$4.97M 0.13% 128

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

Fiduciary Trust's OTIS Position: Q2 2026 in Review

Fiduciary Trust reduced its Otis Worldwide (OTIS) stake by 10% in Q2 2026, selling an estimated $219K and leaving 25,131 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #304.

Fiduciary Trust first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.79M in Q2 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fiduciary Trust held 25,131 shares of Otis Worldwide worth $1.8M as of Q2 2026.
  • Fiduciary Trust sold 2,926 Otis Worldwide shares in Q2 2026, an estimated $219K.
  • Otis Worldwide made up 0.02% of Fiduciary Trust's portfolio in Q2 2026, its #304 holding.
  • Fiduciary Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Fiduciary Trust's Otis Worldwide position peaked at $5.79M in Q2 2021.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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