Gables Capital Management’s Otis Worldwide OTIS Stock Holding History

Gables 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	$34K	Hold	475	–	–	0.01%	291
2026 Q1	$36.6K	Hold	475	–	–	0.02%	251
2025 Q4	$41.5K	Hold	475	–	–	0.02%	232
2025 Q3	$43.4K	Hold	475	–	–	0.02%	225
2025 Q2	$47K	Sell	475 -100	-17%	-$9.65K	0.02%	212
2025 Q1	$59.3K	Hold	575	–	–	0.03%	200
2024 Q4	$53.3K	Hold	575	–	–	0.03%	207
2024 Q3	$59.8K	Hold	575	–	–	0.03%	197
2024 Q2	$55.4K	Hold	575	–	–	0.03%	194
2024 Q1	$57.1K	Hold	575	–	–	0.03%	195
2023 Q4	$51.4K	Hold	575	–	–	0.03%	190
2023 Q3	$46.2K	Hold	575	–	–	0.03%	188
2023 Q2	$51.2K	Hold	575	–	–	0.03%	186
2023 Q1	$48.5K	Sell	575 -600	-51%	-$49.6K	0.03%	198
2022 Q4	$92K	Hold	1,175	–	–	0.07%	152
2022 Q3	$75K	Hold	1,175	–	–	0.06%	160
2022 Q2	$83K	Hold	1,175	–	–	0.06%	160
2022 Q1	$90K	Hold	1,175	–	–	0.06%	167
2021 Q4	$102K	Hold	1,175	–	–	0.06%	157
2021 Q3	$97K	Hold	1,175	–	–	0.06%	154
2021 Q2	$96K	Sell	1,175 -636	-35%	-$48.9K	0.07%	152
2021 Q1	$124K	Hold	1,811	–	–	0.07%	148
2020 Q4	$122K	Hold	1,811	–	–	0.07%	146
2020 Q3	$113K	Hold	1,811	–	–	0.07%	143
2020 Q2	$103K	Buy	+1,811	New	+$93.8K	0.07%	146

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 $3.38T AUM 44.17% 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

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

Gables Capital Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 475 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #291.

Gables Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $124K in Q1 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Gables Capital Management held 475 shares of Otis Worldwide worth $34K as of Q2 2026.
Gables Capital Management left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.01% of Gables Capital Management's portfolio in Q2 2026, its #291 holding.
Gables Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Gables Capital Management's Otis Worldwide position peaked at $124K in Q1 2021.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.