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J. Stern & Co’s Otis Worldwide OTIS Stock Holding History

J. Stern & Co’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 		$27.8M Sell
387,610
-7,255
-2% -$542K 2.62% 18
2026
Q1 		$30.4M Sell
394,865
-47,264
-11% -$4.14M 2.95% 17
2025
Q4 		$38.6M Buy
442,129
+969
+0.2% +$86.7K 3.29% 15
2025
Q3 		$40.3M Sell
441,160
-15,683
-3% -$1.42M 3.05% 15
2025
Q2 		$44.6M Buy
456,843
+12,963
+3% +$1.25M 3.81% 13
2025
Q1 		$45.8M Buy
443,880
+29,314
+7% +$2.86M 4.39% 12
2024
Q4 		$38.4M Buy
414,566
+22,857
+6% +$2.29M 3.62% 14
2024
Q3 		$40.7M Buy
391,709
+13,096
+3% +$1.25M 4.34% 12
2024
Q2 		$36.4M Buy
378,613
+59,963
+19% +$5.78M 4.34% 12
2024
Q1 		$31.6M Buy
318,650
+93,462
+42% +$8.64M 4% 14
2023
Q4 		$19.9M Buy
+225,188
New +$18.7M 3.63% 14

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

J. Stern & Co's OTIS Position: Q2 2026 in Review

J. Stern & Co reduced its Otis Worldwide (OTIS) stake by 1.8% in Q2 2026, selling an estimated $542K and leaving 387,610 shares worth $27.8M. The position accounts for 2.62% of the portfolio, ranked #18.

J. Stern & Co first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.8M in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • J. Stern & Co held 387,610 shares of Otis Worldwide worth $27.8M as of Q2 2026.
  • J. Stern & Co sold 7,255 Otis Worldwide shares in Q2 2026, an estimated $542K.
  • Otis Worldwide made up 2.62% of J. Stern & Co's portfolio in Q2 2026, its #18 holding.
  • J. Stern & Co first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • J. Stern & Co's Otis Worldwide position peaked at $45.8M in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on J. Stern & Co's 13F filing for Q2 2026, filed 14 Aug 2026.