LECAP Asset Management’s Otis Worldwide OTIS Stock Holding History

LECAP Asset 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	$1.4M	Buy	19,603 +5,877	+43%	+$439K	0.6%	46
2026 Q1	$1.06M	Sell	13,726 -15,329	-53%	-$1.34M	0.4%	108
2025 Q4	$2.54M	Buy	29,055 +1,948	+7%	+$174K	1.01%	5
2025 Q3	$2.48M	Sell	27,107 -1,520	-5%	-$138K	0.86%	16
2025 Q2	$2.83M	Buy	+28,627	New	+$2.76M	1%	10
2025 Q1	–	Sell	-7,654	Closed	-$709K	–	370
2024 Q4	$709K	Buy	+7,654	New	+$768K	0.19%	184

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

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

LECAP Asset Management's OTIS Position: Q2 2026 in Review

LECAP Asset Management increased its Otis Worldwide (OTIS) stake by 43% in Q2 2026, buying an estimated $439K and bringing the position to 19,603 shares worth $1.4M. The position accounts for 0.6% of the portfolio, ranked #46.

LECAP Asset Management first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.83M in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

LECAP Asset Management held 19,603 shares of Otis Worldwide worth $1.4M as of Q2 2026.
LECAP Asset Management bought 5,877 Otis Worldwide shares in Q2 2026, an estimated $439K.
Otis Worldwide made up 0.6% of LECAP Asset Management's portfolio in Q2 2026, its #46 holding.
LECAP Asset Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
LECAP Asset Management's Otis Worldwide position peaked at $2.83M in Q2 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.