Qsemble Capital Management’s Otis Worldwide OTIS Stock Holding History

Qsemble 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	$5.81M	Sell	81,146 -17,369	-18%	-$1.3M	0.74%	36
2026 Q1	$7.59M	Sell	98,515 -29,625	-23%	-$2.59M	0.58%	50
2025 Q4	$11.2M	Buy	+128,140	New	+$11.5M	0.93%	13
2025 Q3	–	Sell	-53,703	Closed	-$5.32M	–	566
2025 Q2	$5.32M	Buy	53,703 +38,961	+264%	+$3.76M	0.51%	64
2025 Q1	$1.52M	Buy	14,742 +11,758	+394%	+$1.15M	0.16%	185
2024 Q4	$276K	Buy	+2,984	New	+$299K	0.04%	340
2024 Q1	–	Sell	-25,707	Closed	-$2.3M	–	500
2023 Q4	$2.3M	Sell	25,707 -1,793	-7%	-$149K	0.58%	39
2023 Q3	$2.21M	Buy	+27,500	New	+$2.35M	0.41%	87

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

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

Qsemble Capital Management reduced its Otis Worldwide (OTIS) stake by 18% in Q2 2026, selling an estimated $1.3M and leaving 81,146 shares worth $5.81M. The position accounts for 0.74% of the portfolio, ranked #36.

Qsemble Capital Management first reported a position in OTIS in Q3 2023 and has held it in 8 quarters since. The position peaked at $11.2M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Qsemble Capital Management held 81,146 shares of Otis Worldwide worth $5.81M as of Q2 2026.
Qsemble Capital Management sold 17,369 Otis Worldwide shares in Q2 2026, an estimated $1.3M.
Otis Worldwide made up 0.74% of Qsemble Capital Management's portfolio in Q2 2026, its #36 holding.
Qsemble Capital Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 8 quarters since.
Qsemble Capital Management's Otis Worldwide position peaked at $11.2M in Q4 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.