FIFTHDELTA’s Otis Worldwide OTIS Stock Holding History

FIFTHDELTA’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	$70.3M	Buy	981,190 +54,000	+6%	+$4.03M	8.24%	8
2026 Q1	$71.5M	Buy	927,190 +166,058	+22%	+$14.5M	9.86%	5
2025 Q4	$66.5M	Buy	761,132 +309,954	+69%	+$27.7M	13.97%	3
2025 Q3	$41.3M	Buy	+451,178	New	+$41M	12.9%	5
2025 Q1	–	Sell	-257,600	Closed	-$23.9M	–	15
2024 Q4	$23.9M	Sell	257,600 -111,600	-30%	-$11.2M	8.45%	7
2024 Q3	$38.4M	Sell	369,200 -31,000	-8%	-$2.95M	12.81%	3
2024 Q2	$38.5M	Buy	+400,200	New	+$38.6M	8.39%	7

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

FIFTHDELTA's OTIS Position: Q2 2026 in Review

FIFTHDELTA increased its Otis Worldwide (OTIS) stake by 5.8% in Q2 2026, buying an estimated $4.03M and bringing the position to 981,190 shares worth $70.3M. The position accounts for 8.24% of the portfolio, ranked #8.

FIFTHDELTA first reported a position in OTIS in Q2 2024 and has held it in 7 quarters since. The position peaked at $71.5M in Q1 2026. 1,226 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

FIFTHDELTA held 981,190 shares of Otis Worldwide worth $70.3M as of Q2 2026.
FIFTHDELTA bought 54,000 Otis Worldwide shares in Q2 2026, an estimated $4.03M.
Otis Worldwide made up 8.24% of FIFTHDELTA's portfolio in Q2 2026, its #8 holding.
FIFTHDELTA first reported a position in Otis Worldwide in Q2 2024 and has held it in 7 quarters since.
FIFTHDELTA's Otis Worldwide position peaked at $71.5M in Q1 2026.
1,226 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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