Oak Thistle LLC’s Otis Worldwide OTIS Stock Holding History

Oak Thistle 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	$4.1M	Sell	57,323 -11,436	-17%	-$854K	0.4%	57
2026 Q1	$5.3M	Buy	68,759 +45,331	+193%	+$3.97M	0.51%	32
2025 Q4	$2.05M	Buy	+23,428	New	+$2.1M	0.28%	111
2025 Q3	–	Sell	-4,979	Closed	-$493K	–	599
2025 Q2	$493K	Buy	+4,979	New	+$481K	0.07%	367
2025 Q1	–	Sell	-24,651	Closed	-$2.28M	–	528
2024 Q4	$2.28M	Buy	+24,651	New	+$2.47M	0.68%	14
2024 Q3	–	Sell	-9,888	Closed	-$952K	–	493
2024 Q2	$952K	Buy	9,888 +6,506	+192%	+$627K	0.71%	18
2024 Q1	$336K	Sell	3,382 -15,413	-82%	-$1.42M	0.3%	153
2023 Q4	$1.68M	Buy	+18,795	New	+$1.56M	0.48%	40
2023 Q2	–	Sell	-4,618	Closed	-$390K	–	496
2023 Q1	$390K	Buy	+4,618	New	+$382K	0.23%	201

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

Oak Thistle LLC's OTIS Position: Q2 2026 in Review

Oak Thistle LLC reduced its Otis Worldwide (OTIS) stake by 17% in Q2 2026, selling an estimated $854K and leaving 57,323 shares worth $4.1M. The position accounts for 0.4% of the portfolio, ranked #57.

Oak Thistle LLC first reported a position in OTIS in Q1 2023 and has held it in 9 quarters since. The position peaked at $5.3M in Q1 2026. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Oak Thistle LLC held 57,323 shares of Otis Worldwide worth $4.1M as of Q2 2026.
Oak Thistle LLC sold 11,436 Otis Worldwide shares in Q2 2026, an estimated $854K.
Otis Worldwide made up 0.4% of Oak Thistle LLC's portfolio in Q2 2026, its #57 holding.
Oak Thistle LLC first reported a position in Otis Worldwide in Q1 2023 and has held it in 9 quarters since.
Oak Thistle LLC's Otis Worldwide position peaked at $5.3M in Q1 2026.
1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.