Logan Capital Management’s Otis Worldwide OTIS Stock Holding History

Logan 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	$7.23K	Buy	+101	New	+$7.54K	﹤0.01%	361
2025 Q4	–	Sell	-101	Closed	-$9.23K	–	412
2025 Q3	$9.23K	Hold	101	–	–	﹤0.01%	350
2025 Q2	$10K	Sell	101 -1,002	-91%	-$96.7K	﹤0.01%	343
2025 Q1	$114K	Hold	1,103	–	–	0.01%	302
2024 Q4	$102K	Hold	1,103	–	–	﹤0.01%	313
2024 Q3	$115K	Sell	1,103 -102	-8%	-$9.72K	﹤0.01%	313
2024 Q2	$116K	Hold	1,205	–	–	0.01%	305
2024 Q1	$120K	Sell	1,205 -1,050	-47%	-$97K	0.01%	305
2023 Q4	$202K	Hold	2,255	–	–	0.01%	290
2023 Q3	$181K	Hold	2,255	–	–	0.01%	283
2023 Q2	$201K	Hold	2,255	–	–	0.01%	276
2023 Q1	$190K	Hold	2,255	–	–	0.01%	289
2022 Q4	$177K	Hold	2,255	–	–	0.01%	296
2022 Q3	$144K	Sell	2,255 -147	-6%	-$10.8K	0.01%	290
2022 Q2	$170K	Sell	2,402 -35	-1%	-$2.58K	0.01%	289
2022 Q1	$188K	Hold	2,437	–	–	0.01%	290
2021 Q4	$212K	Hold	2,437	–	–	0.01%	290
2021 Q3	$200K	Hold	2,437	–	–	0.01%	292
2021 Q2	$199K	Hold	2,437	–	–	0.01%	289
2021 Q1	$167K	Buy	+2,437	New	+$159K	0.01%	289

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

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

Logan Capital Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 101 shares worth $7.23K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in OTIS as recently as Q3 2025.

Logan Capital Management first reported a position in OTIS in Q1 2021 and has held it in 20 quarters since. The position peaked at $212K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Logan Capital Management held 101 shares of Otis Worldwide worth $7.23K as of Q2 2026.
Otis Worldwide was a new Logan Capital Management position in Q2 2026.
Otis Worldwide made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #361 holding.
Logan Capital Management first reported a position in Otis Worldwide in Q1 2021 and has held it in 20 quarters since.
Logan Capital Management's Otis Worldwide position peaked at $212K in Q4 2021.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.