Primecap Management
OTIS icon

Primecap Management’s Otis Worldwide OTIS Stock Holding History

Primecap 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 		$147M Sell
2,055,440
-37,120
-2% -$2.77M 0.09% 140
2026
Q1 		$161M Sell
2,092,560
-101
-0% -$8.84K 0.13% 121
2025
Q4 		$183M Sell
2,092,661
-281,960
-12% -$25.2M 0.14% 110
2025
Q3 		$217M Buy
2,374,621
+60,260
+3% +$5.47M 0.17% 104
2025
Q2 		$229M Buy
2,314,361
+511,230
+28% +$49.4M 0.18% 99
2025
Q1 		$186M Sell
1,803,131
-6,790
-0.4% -$663K 0.15% 99
2024
Q4 		$168M Sell
1,809,921
-3,959
-0.2% -$397K 0.13% 114
2024
Q3 		$189M Buy
1,813,880
+589
+0% +$56.1K 0.14% 101
2024
Q2 		$175M Sell
1,813,291
-71,650
-4% -$6.91M 0.13% 104
2024
Q1 		$187M Buy
1,884,941
+2,200
+0.1% +$203K 0.14% 100
2023
Q4 		$168M Buy
1,882,741
+183,700
+11% +$15.3M 0.13% 104
2023
Q3 		$136M Sell
1,699,041
-300
-0% -$25.7K 0.12% 112
2023
Q2 		$151M Sell
1,699,341
-14,300
-0.8% -$1.2M 0.13% 114
2023
Q1 		$145M Buy
1,713,641
+86,800
+5% +$7.18M 0.13% 115
2022
Q4 		$127M Sell
1,626,841
-19,090
-1% -$1.41M 0.12% 122
2022
Q3 		$105M Sell
1,645,931
-100
-0% -$7.32K 0.1% 134
2022
Q2 		$116M Sell
1,646,031
-44,450
-3% -$3.27M 0.1% 124
2022
Q1 		$130M Sell
1,690,481
-1,250
-0.1% -$99.9K 0.1% 138
2021
Q4 		$147M Buy
1,691,731
+18,570
+1% +$1.55M 0.1% 137
2021
Q3 		$138M Sell
1,673,161
-2,287
-0.1% -$201K 0.1% 139
2021
Q2 		$137M Sell
1,675,448
-11,650
-0.7% -$897K 0.09% 139
2021
Q1 		$115M Buy
1,687,098
+633,830
+60% +$41.4M 0.08% 149
2020
Q4 		$71.1M Sell
1,053,268
-110,600
-10% -$7.17M 0.05% 170
2020
Q3 		$72.6M Sell
1,163,868
-341,950
-23% -$20.9M 0.06% 152
2020
Q2 		$85.6M Buy
+1,505,818
New +$78M 0.07% 147

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

Primecap Management's OTIS Position: Q2 2026 in Review

Primecap Management reduced its Otis Worldwide (OTIS) stake by 1.8% in Q2 2026, selling an estimated $2.77M and leaving 2,055,440 shares worth $147M. The position accounts for 0.09% of the portfolio, ranked #140.

Primecap Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $229M in Q2 2025. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Primecap Management held 2,055,440 shares of Otis Worldwide worth $147M as of Q2 2026.
  • Primecap Management sold 37,120 Otis Worldwide shares in Q2 2026, an estimated $2.77M.
  • Otis Worldwide made up 0.09% of Primecap Management's portfolio in Q2 2026, its #140 holding.
  • Primecap Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Primecap Management's Otis Worldwide position peaked at $229M in Q2 2025.
  • 1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Primecap Management's 13F filing for Q2 2026, filed 14 Aug 2026.