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Levin Capital Strategies’s Otis Worldwide OTIS Stock Holding History

Levin Capital Strategies’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 		$6.77M Buy
+94,550
New +$7.06M 0.45% 60
2021
Q4 		– Sell
-736
Closed -$61K – 379
2021
Q3 		$61K Buy
+736
New +$64.7K 0.01% 334

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

Levin Capital Strategies's OTIS Position: Q2 2026 in Review

Levin Capital Strategies opened a new position in Otis Worldwide (OTIS) in Q2 2026: 94,550 shares worth $6.77M. The stake represents 0.45% of the portfolio and ranks #60 among its holdings. This is a return to the name: Levin Capital Strategies previously reported a position in OTIS as recently as Q3 2021.

Levin Capital Strategies first reported a position in OTIS in Q3 2021 and has held it in 2 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Levin Capital Strategies held 94,550 shares of Otis Worldwide worth $6.77M as of Q2 2026.
  • Otis Worldwide was a new Levin Capital Strategies position in Q2 2026.
  • Otis Worldwide made up 0.45% of Levin Capital Strategies's portfolio in Q2 2026, its #60 holding.
  • Levin Capital Strategies first reported a position in Otis Worldwide in Q3 2021 and has held it in 2 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Levin Capital Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.