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JM2 Capital’s Otis Worldwide OTIS Stock Holding History

JM2 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 		– Sell
-2,888
Closed -$223K – 127
2026
Q1 		$223K Sell
2,888
-14
-0.5% -$1.23K 0.18% 106
2025
Q4 		$253K Buy
+2,902
New +$260K 0.2% 93

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LFG
Lazard Frères Gestion Paris, France $5.77B AUM 23.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JM2 Capital's OTIS Position: Q2 2026 in Review

JM2 Capital sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,888 shares — an estimated $223K sold.

JM2 Capital first reported a position in OTIS in Q4 2025 and held it in 2 quarters. The position peaked at $253K in Q4 2025. 626 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • JM2 Capital reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • JM2 Capital sold 2,888 Otis Worldwide shares in Q2 2026, an estimated $223K.
  • JM2 Capital first reported a position in Otis Worldwide in Q4 2025 and held it in 2 quarters.
  • JM2 Capital's Otis Worldwide position peaked at $253K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.