HCAL
OTIS icon

HURRICANE CAPITAL ADVISORS LLC’s Otis Worldwide OTIS Stock Holding History

HURRICANE CAPITAL ADVISORS LLC’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 		$17.7K Sell
247
-3,044
-92% -$227K ﹤0.01% 652
2026
Q1 		$254K Buy
3,291
+466
+16% +$40.8K 0.08% 218
2025
Q4 		$247K Buy
2,825
+325
+13% +$29.1K 0.08% 224
2025
Q3 		$229K Buy
2,500
+100
+4% +$9.08K 0.06% 270
2025
Q2 		$238K Buy
+2,400
New +$232K 0.06% 222
2024
Q4 		– Sell
-32,298
Closed -$3.36M – 661
2024
Q3 		$3.36M Buy
+32,298
New +$3.08M 1.19% 17
2024
Q1 		– Sell
-46
Closed -$4.12K – 624
2023
Q4 		$4.12K Buy
+46
New +$3.82K ﹤0.01% 469

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 $3.38T AUM 44.17% 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

HURRICANE CAPITAL ADVISORS LLC's OTIS Position: Q2 2026 in Review

HURRICANE CAPITAL ADVISORS LLC reduced its Otis Worldwide (OTIS) stake by 92% in Q2 2026, selling an estimated $227K and leaving 247 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

HURRICANE CAPITAL ADVISORS LLC first reported a position in OTIS in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.36M in Q3 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • HURRICANE CAPITAL ADVISORS LLC held 247 shares of Otis Worldwide worth $17.7K as of Q2 2026.
  • HURRICANE CAPITAL ADVISORS LLC sold 3,044 Otis Worldwide shares in Q2 2026, an estimated $227K.
  • Otis Worldwide made up ﹤0.01% of HURRICANE CAPITAL ADVISORS LLC's portfolio in Q2 2026, its #652 holding.
  • HURRICANE CAPITAL ADVISORS LLC first reported a position in Otis Worldwide in Q4 2023 and has held it in 7 quarters since.
  • HURRICANE CAPITAL ADVISORS LLC's Otis Worldwide position peaked at $3.36M in Q3 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on HURRICANE CAPITAL ADVISORS LLC's 13F filing for Q2 2026, filed 3 Nov 2026.