Fox Run Management’s Otis Worldwide OTIS Stock Holding History

Fox Run 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 Q3	$1.39M	Buy	+21,683	New	+$1.54M	0.17%	188
2025 Q4	–	Sell	-8,607	Closed	-$787K	–	1167
2025 Q3	$787K	Buy	+8,607	New	+$781K	0.12%	300
2024 Q4	–	Sell	-10,118	Closed	-$1.05M	–	1098
2024 Q3	$1.05M	Buy	10,118 +4,364	+76%	+$416K	0.23%	106
2024 Q2	$554K	Sell	5,754 -2,844	-33%	-$274K	0.1%	369
2024 Q1	$854K	Buy	+8,598	New	+$795K	0.18%	184
2023 Q2	–	Sell	-5,594	Closed	-$472K	–	888
2023 Q1	$472K	Buy	+5,594	New	+$463K	0.15%	236
2022 Q2	–	Sell	-4,556	Closed	-$351K	–	687
2022 Q1	$351K	Sell	4,556 -240	-5%	-$19.2K	0.2%	209
2021 Q4	$418K	Sell	4,796 -1,502	-24%	-$126K	0.25%	128
2021 Q3	$518K	Buy	+6,298	New	+$554K	0.33%	71

Other funds holding OTIS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fox Run Management's OTIS Position: Q3 2026 in Review

Fox Run Management opened a new position in Otis Worldwide (OTIS) in Q3 2026: 21,683 shares worth $1.39M. The stake represents 0.17% of the portfolio and ranks #188 among its holdings. This is a return to the name: Fox Run Management previously reported a position in OTIS as recently as Q3 2025.

Fox Run Management first reported a position in OTIS in Q3 2021 and has held it in 9 quarters since. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Fox Run Management held 21,683 shares of Otis Worldwide worth $1.39M as of Q3 2026.
Otis Worldwide was a new Fox Run Management position in Q3 2026.
Otis Worldwide made up 0.17% of Fox Run Management's portfolio in Q3 2026, its #188 holding.
Fox Run Management first reported a position in Otis Worldwide in Q3 2021 and has held it in 9 quarters since.
1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Fox Run Management's 13F filing for Q3 2026, filed 12 Nov 2026.