Mengis Capital Management’s Otis Worldwide OTIS Stock Holding History

Mengis 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	–	Sell	-2,650	Closed	-$204K	–	221
2026 Q1	$204K	Hold	2,650	–	–	0.04%	210
2025 Q4	$231K	Hold	2,650	–	–	0.04%	198
2025 Q3	$242K	Hold	2,650	–	–	0.05%	188
2025 Q2	$262K	Buy	+2,650	New	+$256K	0.06%	176

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 $3.38T AUM 44.17% 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

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

Mengis Capital Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,650 shares — an estimated $204K sold.

Mengis Capital Management first reported a position in OTIS in Q2 2025 and held it in 4 quarters. The position peaked at $262K in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Mengis Capital Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Mengis Capital Management sold 2,650 Otis Worldwide shares in Q2 2026, an estimated $204K.
Mengis Capital Management first reported a position in Otis Worldwide in Q2 2025 and held it in 4 quarters.
Mengis Capital Management's Otis Worldwide position peaked at $262K in Q2 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mengis Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.