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Glenview Trust’s Otis Worldwide OTIS Stock Holding History

Glenview Trust’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 		$424K Sell
5,923
-93
-2% -$6.95K 0.01% 396
2026
Q1 		$464K Sell
6,016
-664
-10% -$58.1K 0.01% 371
2025
Q4 		$583K Sell
6,680
-293
-4% -$26.2K 0.01% 347
2025
Q3 		$638K Sell
6,973
-51
-0.7% -$4.63K 0.01% 348
2025
Q2 		$696K Sell
7,024
-392
-5% -$37.8K 0.01% 327
2025
Q1 		$765K Sell
7,416
-979
-12% -$95.6K 0.01% 295
2024
Q4 		$777K Hold
8,395
– – 0.01% 303
2024
Q3 		$873K Sell
8,395
-175
-2% -$16.7K 0.02% 285
2024
Q2 		$825K Sell
8,570
-65
-0.8% -$6.26K 0.02% 275
2024
Q1 		$857K Sell
8,635
-59
-0.7% -$5.45K 0.02% 273
2023
Q4 		$778K Sell
8,694
-955
-10% -$79.4K 0.02% 274
2023
Q3 		$775K Buy
9,649
+811
+9% +$69.4K 0.02% 253
2023
Q2 		$787K Sell
8,838
-230
-3% -$19.4K 0.02% 261
2023
Q1 		$765K Sell
9,068
-23
-0.3% -$1.9K 0.02% 257
2022
Q4 		$712K Sell
9,091
-26
-0.3% -$1.92K 0.02% 262
2022
Q3 		$581K Hold
9,117
– – 0.02% 255
2022
Q2 		$645K Sell
9,117
-171
-2% -$12.6K 0.02% 243
2022
Q1 		$714K Sell
9,288
-1,460
-14% -$117K 0.02% 243
2021
Q4 		$936K Sell
10,748
-253
-2% -$21.2K 0.03% 208
2021
Q3 		$905K Sell
11,001
-391
-3% -$34.4K 0.04% 203
2021
Q2 		$932K Sell
11,392
-399
-3% -$30.7K 0.04% 197
2021
Q1 		$807K Sell
11,791
-953
-7% -$62.3K 0.03% 199
2020
Q4 		$861K Sell
12,744
-729
-5% -$47.3K 0.04% 189
2020
Q3 		$841K Sell
13,473
-2,303
-15% -$141K 0.04% 187
2020
Q2 		$897K Buy
+15,776
New +$817K 0.05% 180

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

Glenview Trust's OTIS Position: Q2 2026 in Review

Glenview Trust reduced its Otis Worldwide (OTIS) stake by 1.5% in Q2 2026, selling an estimated $6.95K and leaving 5,923 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #396.

Glenview Trust first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $936K in Q4 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Glenview Trust held 5,923 shares of Otis Worldwide worth $424K as of Q2 2026.
  • Glenview Trust sold 93 Otis Worldwide shares in Q2 2026, an estimated $6.95K.
  • Otis Worldwide made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #396 holding.
  • Glenview Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Glenview Trust's Otis Worldwide position peaked at $936K in Q4 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.