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Resources Management Corp’s Otis Worldwide OTIS Stock Holding History

Resources Management Corp’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 		– Sell
-1,290
Closed -$99K – 322
2026
Q1 		$99K Hold
1,290
– – 0.01% 231
2025
Q4 		$113K Sell
1,290
-50
-4% -$4.47K 0.01% 219
2025
Q3 		$123K Sell
1,340
-40
-3% -$3.63K 0.02% 213
2025
Q2 		$137K Hold
1,380
– – 0.02% 219
2025
Q1 		$142K Sell
1,380
-100
-7% -$9.77K 0.02% 227
2024
Q4 		$137K Hold
1,480
– – 0.02% 242
2024
Q3 		$154K Buy
1,480
+1,154
+354% +$110K 0.02% 235
2024
Q2 		$31K Sell
326
-165
-34% -$15.9K ﹤0.01% 309
2024
Q1 		$49K Buy
491
+46
+10% +$4.25K 0.01% 291
2023
Q4 		$40K Sell
445
-15
-3% -$1.25K 0.01% 302
2023
Q3 		$37K Hold
460
– – 0.01% 303
2023
Q2 		$41K Buy
460
+148
+47% +$12.5K 0.01% 300
2023
Q1 		$5K Sell
312
-487
-61% -$40.3K ﹤0.01% 411
2022
Q4 		$63K Sell
799
-1,502
-65% -$111K 0.01% 289
2022
Q3 		$147K Sell
2,301
-125
-5% -$9.14K 0.03% 244
2022
Q2 		$171K Sell
2,426
-800
-25% -$58.9K 0.03% 240
2022
Q1 		$248K Sell
3,226
-567
-15% -$45.3K 0.03% 231
2021
Q4 		$330K Sell
3,793
-2,424
-39% -$203K 0.04% 220
2021
Q3 		$512K Sell
6,217
-387
-6% -$34K 0.07% 181
2021
Q2 		$540K Sell
6,604
-611
-8% -$47K 0.08% 178
2021
Q1 		$494K Sell
7,215
-344
-5% -$22.5K 0.07% 179
2020
Q4 		$511K Sell
7,559
-3,841
-34% -$249K 0.08% 164
2020
Q3 		$712K Sell
11,400
-1,753
-13% -$107K 0.13% 114
2020
Q2 		$748K Buy
+13,153
New +$681K 0.14% 110

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

Resources Management Corp's OTIS Position: Q2 2026 in Review

Resources Management Corp sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 1,290 shares — an estimated $99K sold.

Resources Management Corp first reported a position in OTIS in Q2 2020 and held it in 24 quarters. The position peaked at $748K in Q2 2020. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Resources Management Corp reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Resources Management Corp sold 1,290 Otis Worldwide shares in Q2 2026, an estimated $99K.
  • Resources Management Corp first reported a position in Otis Worldwide in Q2 2020 and held it in 24 quarters.
  • Resources Management Corp's Otis Worldwide position peaked at $748K in Q2 2020.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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