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Lafayette Investments’s Otis Worldwide OTIS Stock Holding History

Lafayette Investments’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 		$965K Sell
13,478
-1,660
-11% -$124K 0.18% 84
2026
Q1 		$1.17M Sell
15,138
-334
-2% -$29.2K 0.24% 68
2025
Q4 		$1.35M Sell
15,472
-1,502
-9% -$134K 0.26% 65
2025
Q3 		$1.55M Buy
16,974
+3,684
+28% +$334K 0.3% 60
2025
Q2 		$1.32M Buy
13,290
+408
+3% +$39.4K 0.27% 62
2025
Q1 		$1.33M Buy
12,882
+1,282
+11% +$125K 0.28% 58
2024
Q4 		$1.07M Sell
11,600
-8
-0.1% -$802 0.23% 62
2024
Q3 		$1.21M Buy
11,608
+982
+9% +$93.6K 0.25% 59
2024
Q2 		$1.02M Buy
10,626
+10
+0.1% +$964 0.23% 62
2024
Q1 		$1.05M Buy
10,616
+1,931
+22% +$178K 0.24% 64
2023
Q4 		$777K Buy
8,685
+517
+6% +$43K 0.19% 71
2023
Q3 		$656K Buy
8,168
+1,669
+26% +$143K 0.18% 70
2023
Q2 		$578K Buy
6,499
+386
+6% +$32.5K 0.15% 74
2023
Q1 		$516K Buy
6,113
+681
+13% +$56.4K 0.14% 78
2022
Q4 		$425K Buy
5,432
+255
+5% +$18.8K 0.12% 84
2022
Q3 		$330K Buy
5,177
+41
+0.8% +$3K 0.1% 89
2022
Q2 		$363K Sell
5,136
-963
-16% -$70.9K 0.1% 86
2022
Q1 		$469K Buy
6,099
+86
+1% +$6.87K 0.12% 83
2021
Q4 		$524K Buy
6,013
+1,787
+42% +$150K 0.13% 85
2021
Q3 		$348K Buy
4,226
+1,577
+60% +$139K 0.09% 92
2021
Q2 		$217K Buy
+2,649
New +$204K 0.06% 117

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

Lafayette Investments's OTIS Position: Q2 2026 in Review

Lafayette Investments reduced its Otis Worldwide (OTIS) stake by 11% in Q2 2026, selling an estimated $124K and leaving 13,478 shares worth $965K. The position accounts for 0.18% of the portfolio, ranked #84.

Lafayette Investments first reported a position in OTIS in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.55M in Q3 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Lafayette Investments held 13,478 shares of Otis Worldwide worth $965K as of Q2 2026.
  • Lafayette Investments sold 1,660 Otis Worldwide shares in Q2 2026, an estimated $124K.
  • Otis Worldwide made up 0.18% of Lafayette Investments's portfolio in Q2 2026, its #84 holding.
  • Lafayette Investments first reported a position in Otis Worldwide in Q2 2021 and has held it in 21 quarters since.
  • Lafayette Investments's Otis Worldwide position peaked at $1.55M in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.