MCM
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Manchester Capital Management’s Otis Worldwide OTIS Stock Holding History

Manchester 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 		$91.2K Sell
1,274
-178
-12% -$13.3K 0.01% 403
2026
Q1 		$112K Buy
1,452
+2
+0.1% +$175 0.02% 357
2025
Q4 		$127K Sell
1,450
-20
-1% -$1.79K 0.02% 333
2025
Q3 		$134K Sell
1,470
-396
-21% -$35.9K 0.02% 373
2025
Q2 		$185K Sell
1,866
-152
-8% -$14.7K 0.02% 352
2025
Q1 		$208K Sell
2,018
-32
-2% -$3.13K 0.03% 327
2024
Q4 		$190K Buy
2,050
+9
+0.4% +$903 0.02% 346
2024
Q3 		$212K Sell
2,041
-111
-5% -$10.6K 0.02% 318
2024
Q2 		$207K Sell
2,152
-13
-0.6% -$1.25K 0.02% 305
2024
Q1 		$215K Buy
2,165
+4
+0.2% +$370 0.03% 297
2023
Q4 		$193K Buy
2,161
+89
+4% +$7.4K 0.03% 284
2023
Q3 		$166K Sell
2,072
-21,102
-91% -$1.8M 0.02% 287
2023
Q2 		$2.06M Buy
23,174
+21,104
+1,020% +$1.78M 0.28% 55
2023
Q1 		$175K Sell
2,070
-2
-0.1% -$165 0.02% 300
2022
Q4 		$162K Buy
2,072
+10
+0.5% +$738 0.02% 268
2022
Q3 		$132K Sell
2,062
-28
-1% -$2.05K 0.02% 249
2022
Q2 		$148K Sell
2,090
-17
-0.8% -$1.25K 0.03% 243
2022
Q1 		$162K Buy
2,107
+22
+1% +$1.76K 0.02% 272
2021
Q4 		$182K Buy
2,085
+14
+0.7% +$1.17K 0.02% 275
2021
Q3 		$170K Buy
2,071
+36
+2% +$3.17K 0.02% 297
2021
Q2 		$166K Buy
2,035
+11
+0.5% +$847 0.02% 278
2021
Q1 		$139K Buy
2,024
+29
+1% +$1.9K 0.02% 293
2020
Q4 		$135K Hold
1,995
– – 0.02% 278
2020
Q3 		$125K Sell
1,995
-856
-30% -$52.4K 0.02% 256
2020
Q2 		$162K Buy
+2,851
New +$148K 0.02% 256

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

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

Manchester Capital Management reduced its Otis Worldwide (OTIS) stake by 12% in Q2 2026, selling an estimated $13.3K and leaving 1,274 shares worth $91.2K. The position accounts for 0.01% of the portfolio, ranked #403.

Manchester Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.06M in Q2 2023. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Manchester Capital Management held 1,274 shares of Otis Worldwide worth $91.2K as of Q2 2026.
  • Manchester Capital Management sold 178 Otis Worldwide shares in Q2 2026, an estimated $13.3K.
  • Otis Worldwide made up 0.01% of Manchester Capital Management's portfolio in Q2 2026, its #403 holding.
  • Manchester Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Manchester Capital Management's Otis Worldwide position peaked at $2.06M in Q2 2023.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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