Inscription Capital’s Otis Worldwide OTIS Stock Holding History

Inscription 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	$207K	Buy	+2,896	New	+$216K	0.02%	691
2025 Q4	–	Sell	-2,386	Closed	-$218K	–	728
2025 Q3	$218K	Sell	2,386 -3,162	-57%	-$287K	0.02%	559
2025 Q2	$549K	Buy	+5,548	New	+$536K	0.08%	189
2022 Q3	–	Sell	-14,346	Closed	-$1.01M	–	237
2022 Q2	$1.01M	Buy	+14,346	New	+$1.06M	0.18%	93
2021 Q3	–	Sell	-11,567	Closed	-$946K	–	350
2021 Q2	$946K	Buy	+11,567	New	+$890K	0.11%	138

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Inscription Capital's OTIS Position: Q2 2026 in Review

Inscription Capital opened a new position in Otis Worldwide (OTIS) in Q2 2026: 2,896 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #691 among its holdings. This is a return to the name: Inscription Capital previously reported a position in OTIS as recently as Q3 2025.

Inscription Capital first reported a position in OTIS in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.01M in Q2 2022. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Inscription Capital held 2,896 shares of Otis Worldwide worth $207K as of Q2 2026.
Otis Worldwide was a new Inscription Capital position in Q2 2026.
Otis Worldwide made up 0.02% of Inscription Capital's portfolio in Q2 2026, its #691 holding.
Inscription Capital first reported a position in Otis Worldwide in Q2 2021 and has held it in 5 quarters since.
Inscription Capital's Otis Worldwide position peaked at $1.01M in Q2 2022.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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