Fire Capital Management’s Otis Worldwide OTIS Stock Holding History

Fire Capital Management’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	$490K	Sell	6,846 -500	-7%	-$37.3K	0.2%	87
2026 Q1	$566K	Hold	7,346	–	–	0.27%	77
2025 Q4	$642K	Hold	7,346	–	–	0.32%	73
2025 Q3	$672K	Hold	7,346	–	–	0.39%	65
2025 Q2	$727K	Hold	7,346	–	–	0.46%	59
2025 Q1	$758K	Hold	7,346	–	–	0.56%	50
2024 Q4	$680K	Buy	+7,346	New	+$737K	0.51%	50

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

Fire Capital Management's OTIS Position: Q2 2026 in Review

Fire Capital Management reduced its Otis Worldwide (OTIS) stake by 6.8% in Q2 2026, selling an estimated $37.3K and leaving 6,846 shares worth $490K. The position accounts for 0.2% of the portfolio, ranked #87.

Fire Capital Management first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $758K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Fire Capital Management held 6,846 shares of Otis Worldwide worth $490K as of Q2 2026.
Fire Capital Management sold 500 Otis Worldwide shares in Q2 2026, an estimated $37.3K.
Otis Worldwide made up 0.2% of Fire Capital Management's portfolio in Q2 2026, its #87 holding.
Fire Capital Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
Fire Capital Management's Otis Worldwide position peaked at $758K in Q1 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fire Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.