Joseph Group Capital Management’s Otis Worldwide OTIS Stock Holding History

Joseph Group Capital Management’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	$7.02K	Buy	+98	New	+$7.32K	﹤0.01%	368

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Joseph Group Capital Management's OTIS Position: Q2 2026 in Review

Joseph Group Capital Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 98 shares worth $7.02K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings.

1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Joseph Group Capital Management held 98 shares of Otis Worldwide worth $7.02K as of Q2 2026.
Otis Worldwide was a new Joseph Group Capital Management position in Q2 2026.
Otis Worldwide made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #368 holding.
1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.