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GFI Investment Counsel’s Otis Worldwide OTIS Stock Holding History

GFI Investment Counsel’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 		$31.7M Sell
442,927
-142,437
-24% -$10.6M 4.3% 12
2026
Q1 		$45.1M Sell
585,364
-55,677
-9% -$4.87M 6.17% 11
2025
Q4 		$56M Sell
641,041
-4,498
-0.7% -$402K 5.97% 12
2025
Q3 		$59M Buy
+645,539
New +$58.6M 6.14% 12

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 $3.38T AUM 44.17% 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

GFI Investment Counsel's OTIS Position: Q2 2026 in Review

GFI Investment Counsel reduced its Otis Worldwide (OTIS) stake by 24% in Q2 2026, selling an estimated $10.6M and leaving 442,927 shares worth $31.7M. The position accounts for 4.3% of the portfolio, ranked #12.

GFI Investment Counsel first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $59M in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • GFI Investment Counsel held 442,927 shares of Otis Worldwide worth $31.7M as of Q2 2026.
  • GFI Investment Counsel sold 142,437 Otis Worldwide shares in Q2 2026, an estimated $10.6M.
  • Otis Worldwide made up 4.3% of GFI Investment Counsel's portfolio in Q2 2026, its #12 holding.
  • GFI Investment Counsel first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • GFI Investment Counsel's Otis Worldwide position peaked at $59M in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on GFI Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.