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Letson Investment Management’s Otis Worldwide OTIS Stock Holding History

Letson Investment 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 		$1.94M Buy
27,052
+7
+0% +$523 0.71% 37
2026
Q1 		$2.08M Sell
27,045
-221
-0.8% -$19.3K 0.8% 34
2025
Q4 		$2.38M Sell
27,266
-1,167
-4% -$104K 0.87% 33
2025
Q3 		$2.6M Buy
28,433
+1,269
+5% +$115K 0.93% 31
2025
Q2 		$2.69M Buy
27,164
+37
+0.1% +$3.57K 1.06% 27
2025
Q1 		$2.8M Buy
27,127
+5
+0% +$488 1.13% 26
2024
Q4 		$2.51M Buy
27,122
+2,752
+11% +$276K 1.02% 30
2024
Q3 		$2.53M Buy
24,370
+689
+3% +$65.6K 0.99% 29
2024
Q2 		$2.28M Buy
23,681
+4
+0% +$385 1.01% 27
2024
Q1 		$2.35M Buy
23,677
+528
+2% +$48.8K 0.99% 26
2023
Q4 		$2.07M Buy
+23,149
New +$1.92M 0.96% 29

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

Letson Investment Management's OTIS Position: Q2 2026 in Review

Letson Investment Management increased its Otis Worldwide (OTIS) stake by 0.03% in Q2 2026, buying an estimated $523 and bringing the position to 27,052 shares worth $1.94M. The position accounts for 0.71% of the portfolio, ranked #37.

Letson Investment Management first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.8M in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Letson Investment Management held 27,052 shares of Otis Worldwide worth $1.94M as of Q2 2026.
  • Letson Investment Management bought 7 Otis Worldwide shares in Q2 2026, an estimated $523.
  • Otis Worldwide made up 0.71% of Letson Investment Management's portfolio in Q2 2026, its #37 holding.
  • Letson Investment Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Letson Investment Management's Otis Worldwide position peaked at $2.8M in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.