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Liberty Capital Management’s Otis Worldwide OTIS Stock Holding History

Liberty 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 		$2.58M Buy
+36,007
New +$2.69M 0.44% 58
2025
Q4 		$2.98M Buy
34,094
+281
+0.8% +$25.1K 0.55% 51
2025
Q3 		$3.09M Buy
33,813
+2,670
+9% +$242K 0.58% 51
2025
Q2 		$3.08M Buy
31,143
+3,991
+15% +$385K 0.62% 48
2025
Q1 		$2.8M Buy
27,152
+239
+0.9% +$23.3K 0.62% 46
2024
Q4 		$2.49M Buy
26,913
+171
+0.6% +$17.1K 0.55% 51
2024
Q3 		$2.78M Buy
26,742
+58
+0.2% +$5.53K 0.62% 50
2024
Q2 		$2.57M Buy
26,684
+2,106
+9% +$203K 0.61% 49
2024
Q1 		$2.44M Buy
24,578
+209
+0.9% +$19.3K 0.6% 49
2023
Q4 		$2.18M Sell
24,369
-387
-2% -$32.2K 0.57% 51
2023
Q3 		$1.99M Buy
24,756
+17
+0.1% +$1.45K 0.59% 49
2023
Q2 		$2.2M Buy
24,739
+120
+0.5% +$10.1K 0.66% 48
2023
Q1 		$2.08M Sell
24,619
-65
-0.3% -$5.38K 0.68% 48
2022
Q4 		$1.93M Buy
24,684
+279
+1% +$20.6K 0.67% 48
2022
Q3 		$1.56M Buy
24,405
+519
+2% +$38K 0.58% 51
2022
Q2 		$1.69M Buy
23,886
+503
+2% +$37K 0.6% 50
2022
Q1 		$1.8M Sell
23,383
-196
-0.8% -$15.7K 0.53% 52
2021
Q4 		$2.05M Buy
+23,579
New +$1.97M 0.55% 53

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Liberty Capital Management's OTIS Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 36,007 shares worth $2.58M. The stake represents 0.44% of the portfolio and ranks #58 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in OTIS as recently as Q4 2025.

Liberty Capital Management first reported a position in OTIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.09M in Q3 2025. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Liberty Capital Management held 36,007 shares of Otis Worldwide worth $2.58M as of Q2 2026.
  • Otis Worldwide was a new Liberty Capital Management position in Q2 2026.
  • Otis Worldwide made up 0.44% of Liberty Capital Management's portfolio in Q2 2026, its #58 holding.
  • Liberty Capital Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 18 quarters since.
  • Liberty Capital Management's Otis Worldwide position peaked at $3.09M in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.