JC
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JB Capital’s Otis Worldwide OTIS Stock Holding History

JB 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 		$1.66M Buy
23,173
+49
+0.2% +$3.66K 0.06% 119
2026
Q1 		$1.78M Sell
23,124
-46
-0.2% -$4.03K 0.07% 113
2025
Q4 		$2.02M Sell
23,170
-116
-0.5% -$10.4K 0.08% 115
2025
Q3 		$2.13M Buy
23,286
+336
+1% +$30.5K 0.09% 112
2025
Q2 		$2.27M Sell
22,950
-431
-2% -$41.6K 0.11% 98
2025
Q1 		$2.41M Sell
23,381
-1,053
-4% -$103K 0.13% 91
2024
Q4 		$2.26M Sell
24,434
-57
-0.2% -$5.72K 0.13% 86
2024
Q3 		$2.55M Buy
24,491
+43
+0.2% +$4.1K 0.15% 86
2024
Q2 		$2.35M Sell
24,448
-1,861
-7% -$179K 0.15% 84
2024
Q1 		$2.61M Sell
26,309
-263
-1% -$24.3K 0.17% 75
2023
Q4 		$2.38M Buy
26,572
+129
+0.5% +$10.7K 0.18% 73
2023
Q3 		$2.12M Buy
26,443
+360
+1% +$30.8K 0.18% 78
2023
Q2 		$2.32M Buy
26,083
+1,138
+5% +$95.9K 0.2% 66
2023
Q1 		$2.11M Sell
24,945
-970
-4% -$80.3K 0.19% 70
2022
Q4 		$2.03M Buy
25,915
+438
+2% +$32.3K 0.2% 70
2022
Q3 		$1.63M Sell
25,477
-122
-0.5% -$8.93K 0.18% 77
2022
Q2 		$1.81M Buy
25,599
+39
+0.2% +$2.87K 0.19% 63
2022
Q1 		$1.97M Sell
25,560
-92
-0.4% -$7.35K 0.19% 58
2021
Q4 		$2.23M Sell
25,652
-1,854
-7% -$155K 0.22% 59
2021
Q3 		$2.26M Buy
+27,506
New +$2.42M 0.29% 51

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

JB Capital's OTIS Position: Q2 2026 in Review

JB Capital increased its Otis Worldwide (OTIS) stake by 0.21% in Q2 2026, buying an estimated $3.66K and bringing the position to 23,173 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #119.

JB Capital first reported a position in OTIS in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.61M in Q1 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • JB Capital held 23,173 shares of Otis Worldwide worth $1.66M as of Q2 2026.
  • JB Capital bought 49 Otis Worldwide shares in Q2 2026, an estimated $3.66K.
  • Otis Worldwide made up 0.06% of JB Capital's portfolio in Q2 2026, its #119 holding.
  • JB Capital first reported a position in Otis Worldwide in Q3 2021 and has held it in 20 quarters since.
  • JB Capital's Otis Worldwide position peaked at $2.61M in Q1 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.