Meridian Management’s Otis Worldwide OTIS Stock Holding History

Meridian 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	$430K	Hold	6,000	–	–	0.1%	71
2026 Q1	$462K	Sell	6,000 -7	-0.1%	-$612	0.12%	65
2025 Q4	$525K	Hold	6,007	–	–	0.13%	60
2025 Q3	$549K	Hold	6,007	–	–	0.15%	57
2025 Q2	$515K	Sell	6,007 -43	-0.7%	-$4.15K	0.14%	55
2025 Q1	$624K	Sell	6,050 -107	-2%	-$10.5K	0.19%	49
2024 Q4	$570K	Buy	6,157 +53	+0.9%	+$5.32K	0.15%	63
2024 Q3	$634K	Sell	6,104 -20	-0.3%	-$1.91K	0.16%	61
2024 Q2	$589K	Buy	6,124 +1	+0%	+$96	0.16%	64
2024 Q1	$608K	Buy	6,123 +9	+0.1%	+$832	0.17%	63
2023 Q4	$557K	Sell	6,114 -13	-0.2%	-$1.08K	0.16%	61
2023 Q3	$492K	Buy	6,127 +77	+1%	+$6.58K	0.16%	65
2023 Q2	$539K	Buy	6,050 +16	+0.3%	+$1.35K	0.17%	61
2023 Q1	$509K	Buy	6,034 +32	+0.5%	+$2.65K	0.17%	57
2022 Q4	$470K	Hold	6,002	–	–	0.17%	55
2022 Q3	$383K	Hold	6,002	–	–	0.15%	57
2022 Q2	$424K	Hold	6,002	–	–	0.16%	55
2022 Q1	$462K	Hold	6,002	–	–	0.15%	62
2021 Q4	$523K	Hold	6,002	–	–	0.15%	57
2021 Q3	$494K	Hold	6,002	–	–	0.15%	59
2021 Q2	$491K	Sell	6,002 -54	-0.9%	-$4.16K	0.14%	62
2021 Q1	$415K	Sell	6,056 -7	-0.1%	-$458	0.13%	62
2020 Q4	$410K	Hold	6,063	–	–	0.13%	63
2020 Q3	$378K	Sell	6,063 -17	-0.3%	-$1.04K	0.14%	58
2020 Q2	$346K	Buy	+6,080	New	+$315K	0.14%	60

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

Meridian Management's OTIS Position: Q2 2026 in Review

Meridian Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 6,000 shares worth $430K. The position accounts for 0.1% of the portfolio, ranked #71.

Meridian Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $634K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Meridian Management held 6,000 shares of Otis Worldwide worth $430K as of Q2 2026.
Meridian Management left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.1% of Meridian Management's portfolio in Q2 2026, its #71 holding.
Meridian Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Meridian Management's Otis Worldwide position peaked at $634K in Q3 2024.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Meridian Management's 13F filing for Q2 2026, filed 4 Aug 2026.