Core Capital Management & Research, inc.’s Otis Worldwide OTIS Stock Holding History

Core Capital Management & Research, inc.’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	$357	Buy	+5	New	+$373	﹤0.01%	209

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

Core Capital Management & Research, inc.'s OTIS Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in Otis Worldwide (OTIS) in Q2 2026: 5 shares worth $357. The stake represents ﹤0.01% of the portfolio and ranks #209 among its holdings.

1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Core Capital Management & Research, inc. held 5 shares of Otis Worldwide worth $357 as of Q2 2026.
Otis Worldwide was a new Core Capital Management & Research, inc. position in Q2 2026.
Otis Worldwide made up ﹤0.01% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #209 holding.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.