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Foster & Motley’s Otis Worldwide OTIS Stock Holding History

Foster & Motley’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 		– Sell
-3,218
Closed -$248K – 413
2026
Q1 		$248K Hold
3,218
– – 0.01% 375
2025
Q4 		$281K Hold
3,218
– – 0.02% 353
2025
Q3 		$294K Sell
3,218
-252
-7% -$22.9K 0.02% 343
2025
Q2 		$344K Sell
3,470
-116
-3% -$11.2K 0.02% 330
2025
Q1 		$370K Sell
3,586
-148
-4% -$14.5K 0.02% 313
2024
Q4 		$346K Hold
3,734
– – 0.02% 317
2024
Q3 		$388K Buy
3,734
+29
+0.8% +$2.76K 0.02% 307
2024
Q2 		$357K Sell
3,705
-65
-2% -$6.26K 0.02% 306
2024
Q1 		$374K Hold
3,770
– – 0.03% 292
2023
Q4 		$337K Buy
3,770
+65
+2% +$5.41K 0.03% 307
2023
Q3 		$298K Sell
3,705
-621
-14% -$53.1K 0.02% 322
2023
Q2 		$385K Sell
4,326
-348
-7% -$29.3K 0.03% 310
2023
Q1 		$394K Hold
4,674
– – 0.03% 305
2022
Q4 		$366K Sell
4,674
-5
-0.1% -$369 0.03% 308
2022
Q3 		$299K Sell
4,679
-401
-8% -$29.3K 0.03% 305
2022
Q2 		$359K Sell
5,080
-37
-0.7% -$2.73K 0.03% 286
2022
Q1 		$394K Sell
5,117
-94
-2% -$7.51K 0.03% 280
2021
Q4 		$454K Buy
5,211
+35
+0.7% +$2.93K 0.04% 261
2021
Q3 		$426K Hold
5,176
– – 0.04% 252
2021
Q2 		$423K Sell
5,176
-52
-1% -$4K 0.04% 250
2021
Q1 		$358K Sell
5,228
-42
-0.8% -$2.75K 0.03% 249
2020
Q4 		$356K Sell
5,270
-134
-2% -$8.69K 0.03% 239
2020
Q3 		$337K Sell
5,404
-10,720
-66% -$656K 0.04% 222
2020
Q2 		$917K Buy
+16,124
New +$835K 0.11% 153

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

Foster & Motley's OTIS Position: Q2 2026 in Review

Foster & Motley sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,218 shares — an estimated $248K sold.

Foster & Motley first reported a position in OTIS in Q2 2020 and held it in 24 quarters. The position peaked at $917K in Q2 2020. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Foster & Motley reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Foster & Motley sold 3,218 Otis Worldwide shares in Q2 2026, an estimated $248K.
  • Foster & Motley first reported a position in Otis Worldwide in Q2 2020 and held it in 24 quarters.
  • Foster & Motley's Otis Worldwide position peaked at $917K in Q2 2020.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.