HIC
OTIS icon

Holderness Investments Company’s Otis Worldwide OTIS Stock Holding History

Holderness Investments Company’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 		$245K Sell
3,418
-77
-2% -$5.75K 0.04% 239
2026
Q1 		$269K Sell
3,495
-57
-2% -$4.99K 0.05% 216
2025
Q4 		$310K Sell
3,552
-72
-2% -$6.44K 0.06% 201
2025
Q3 		$331K Sell
3,624
-1,320
-27% -$120K 0.07% 201
2025
Q2 		$490K Sell
4,944
-807
-14% -$77.9K 0.11% 158
2025
Q1 		$594K Buy
5,751
+32
+0.6% +$3.13K 0.14% 138
2024
Q4 		$530K Sell
5,719
-20
-0.3% -$2.01K 0.12% 148
2024
Q3 		$597K Sell
5,739
-47
-0.8% -$4.48K 0.13% 138
2024
Q2 		$557K Sell
5,786
-225
-4% -$21.7K 0.13% 140
2024
Q1 		$597K Sell
6,011
-87
-1% -$8.04K 0.15% 139
2023
Q4 		$546K Buy
6,098
+37
+0.6% +$3.08K 0.15% 137
2023
Q3 		$487K Sell
6,061
-144
-2% -$12.3K 0.19% 111
2023
Q2 		$552K Buy
6,205
+77
+1% +$6.49K 0.2% 108
2023
Q1 		$517K Sell
6,128
-61
-1% -$5.05K 0.21% 110
2022
Q4 		$485K Sell
6,189
-3
-0% -$221 0.21% 110
2022
Q3 		$395K Sell
6,192
-31
-0.5% -$2.27K 0.18% 123
2022
Q2 		$440K Sell
6,223
-287
-4% -$21.1K 0.18% 117
2022
Q1 		$501K Buy
6,510
+165
+3% +$13.2K 0.17% 130
2021
Q4 		$552K Sell
6,345
-4
-0.1% -$335 0.16% 134
2021
Q3 		$522K Sell
6,349
-140
-2% -$12.3K 0.17% 131
2021
Q2 		$531K Sell
6,489
-167
-3% -$12.9K 0.18% 126
2021
Q1 		$456K Buy
6,656
+231
+4% +$15.1K 0.16% 133
2020
Q4 		$434K Sell
6,425
-482
-7% -$31.3K 0.17% 126
2020
Q3 		$431K Buy
6,907
+229
+3% +$14K 0.18% 113
2020
Q2 		$380K Buy
+6,678
New +$346K 0.17% 122

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

Holderness Investments Company's OTIS Position: Q2 2026 in Review

Holderness Investments Company reduced its Otis Worldwide (OTIS) stake by 2.2% in Q2 2026, selling an estimated $5.75K and leaving 3,418 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #239.

Holderness Investments Company first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $597K in Q1 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Holderness Investments Company held 3,418 shares of Otis Worldwide worth $245K as of Q2 2026.
  • Holderness Investments Company sold 77 Otis Worldwide shares in Q2 2026, an estimated $5.75K.
  • Otis Worldwide made up 0.04% of Holderness Investments Company's portfolio in Q2 2026, its #239 holding.
  • Holderness Investments Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Holderness Investments Company's Otis Worldwide position peaked at $597K in Q1 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Holderness Investments Company's 13F filing for Q2 2026, filed 12 Aug 2026.