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IEQ Capital’s Otis Worldwide OTIS Stock Holding History

IEQ 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 		$4.85M Buy
67,713
+54,864
+427% +$4.1M 0.02% 506
2026
Q1 		$990K Sell
12,849
-76,968
-86% -$6.73M ﹤0.01% 1051
2025
Q4 		$7.85M Buy
89,817
+15,064
+20% +$1.35M 0.02% 409
2025
Q3 		$6.83M Buy
74,753
+47,146
+171% +$4.28M 0.02% 410
2025
Q2 		$2.73M Buy
27,607
+21,360
+342% +$2.06M 0.02% 577
2025
Q1 		$645K Buy
6,247
+314
+5% +$30.7K 0.01% 884
2024
Q4 		$549K Sell
5,933
-10,552
-64% -$1.06M 0.01% 814
2024
Q3 		$1.71M Buy
16,485
+1,161
+8% +$111K 0.02% 411
2024
Q2 		$1.48M Buy
15,324
+1,113
+8% +$107K 0.02% 398
2024
Q1 		$1.41M Buy
14,211
+1,258
+10% +$116K 0.02% 388
2023
Q4 		$1.16M Buy
12,953
+1,526
+13% +$127K 0.02% 395
2023
Q3 		$918K Buy
11,427
+2,428
+27% +$208K 0.02% 420
2023
Q2 		$801K Sell
8,999
-2,647
-23% -$223K 0.02% 443
2023
Q1 		$983K Buy
11,646
+3,513
+43% +$291K 0.02% 390
2022
Q4 		$637K Sell
8,133
-1,916
-19% -$141K 0.02% 451
2022
Q3 		$641K Sell
10,049
-129
-1% -$9.44K 0.02% 474
2022
Q2 		$719K Sell
10,178
-3,360
-25% -$247K 0.02% 384
2022
Q1 		$1.04M Sell
13,538
-412
-3% -$32.9K 0.02% 321
2021
Q4 		$1.22M Buy
13,950
+391
+3% +$32.7K 0.03% 269
2021
Q3 		$1.11M Buy
13,559
+890
+7% +$78.3K 0.03% 276
2021
Q2 		$1.04M Buy
12,669
+3,821
+43% +$294K 0.03% 250
2021
Q1 		$606K Buy
+8,848
New +$578K 0.03% 256
2020
Q4 		– Sell
-8,811
Closed -$550K – 342
2020
Q3 		$550K Sell
8,811
-246
-3% -$15K 0.03% 224
2020
Q2 		$515K Buy
+9,057
New +$469K 0.03% 196

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

IEQ Capital's OTIS Position: Q2 2026 in Review

IEQ Capital increased its Otis Worldwide (OTIS) stake by 427% in Q2 2026, buying an estimated $4.1M and bringing the position to 67,713 shares worth $4.85M. The position accounts for 0.02% of the portfolio, ranked #506.

IEQ Capital first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.85M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • IEQ Capital held 67,713 shares of Otis Worldwide worth $4.85M as of Q2 2026.
  • IEQ Capital bought 54,864 Otis Worldwide shares in Q2 2026, an estimated $4.1M.
  • Otis Worldwide made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #506 holding.
  • IEQ Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • IEQ Capital's Otis Worldwide position peaked at $7.85M in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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