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Hara Capital’s Otis Worldwide OTIS Stock Holding History

Hara Capital’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 		$14K Hold
195
– – 0.01% 238
2026
Q1 		$15K Hold
195
– – 0.01% 245
2025
Q4 		$17K Hold
195
– – 0.01% 227
2025
Q3 		$17.8K Hold
195
– – 0.01% 221
2025
Q2 		$19.3K Hold
195
– – 0.01% 246
2025
Q1 		$20.1K Buy
195
+15
+8% +$1.47K 0.01% 220
2024
Q4 		$16.7K Hold
180
– – 0.01% 224
2024
Q3 		$18.7K Buy
+180
New +$17.1K 0.01% 223

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

Hara Capital's OTIS Position: Q2 2026 in Review

Hara Capital held its Otis Worldwide (OTIS) position steady in Q2 2026 at 195 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #238.

Hara Capital first reported a position in OTIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.1K in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Hara Capital held 195 shares of Otis Worldwide worth $14K as of Q2 2026.
  • Hara Capital left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Hara Capital's portfolio in Q2 2026, its #238 holding.
  • Hara Capital first reported a position in Otis Worldwide in Q3 2024 and has held it in 8 quarters since.
  • Hara Capital's Otis Worldwide position peaked at $20.1K in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Hara Capital's 13F filing for Q2 2026, filed 11 Aug 2026.