Rockefeller Capital Management
OTIS icon

Rockefeller Capital Management’s Otis Worldwide OTIS Stock Holding History

Rockefeller 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 		$3.08M Sell
42,962
-121,329
-74% -$9.06M ﹤0.01% 1186
2026
Q1 		$12.7M Buy
164,291
+12,174
+8% +$1.07M 0.02% 592
2025
Q4 		$13.3M Sell
152,117
-9,229
-6% -$826K 0.02% 560
2025
Q3 		$14.8M Buy
161,346
+29,779
+23% +$2.7M 0.03% 510
2025
Q2 		$13M Buy
131,567
+92,770
+239% +$8.96M 0.03% 529
2025
Q1 		$4M Sell
38,797
-382
-1% -$37.3K 0.01% 811
2024
Q4 		$3.63M Sell
39,179
-2,011
-5% -$202K 0.01% 818
2024
Q3 		$4.28M Sell
41,190
-5,122
-11% -$488K 0.01% 759
2024
Q2 		$4.46M Sell
46,312
-759
-2% -$73.1K 0.01% 721
2024
Q1 		$4.67M Buy
47,071
+16,133
+52% +$1.49M 0.01% 714
2023
Q4 		$2.77M Buy
30,938
+91
+0.3% +$7.57K 0.01% 813
2023
Q3 		$2.48M Buy
30,847
+11,209
+57% +$959K 0.01% 770
2023
Q2 		$1.51M Sell
19,638
-10,722
-35% -$903K 0.01% 943
2023
Q1 		$2.56M Sell
30,360
-2,332
-7% -$193K 0.01% 737
2022
Q4 		$2.56M Sell
32,692
-779
-2% -$57.5K 0.01% 672
2022
Q3 		$2.13M Sell
33,471
-42,734
-56% -$3.13M 0.01% 744
2022
Q2 		$5.38M Buy
76,205
+4,532
+6% +$334K 0.03% 501
2022
Q1 		$5.51M Sell
71,673
-16,085
-18% -$1.29M 0.03% 525
2021
Q4 		$7.64M Sell
87,758
-21,537
-20% -$1.8M 0.04% 412
2021
Q3 		$8.99M Buy
109,295
+5,202
+5% +$457K 0.05% 335
2021
Q2 		$8.51M Buy
104,093
+80,559
+342% +$6.2M 0.05% 330
2021
Q1 		$1.61M Buy
23,534
+621
+3% +$40.6K 0.01% 646
2020
Q4 		$1.55M Sell
22,913
-283
-1% -$18.4K 0.01% 583
2020
Q3 		$1.45M Sell
23,196
-7,032
-23% -$430K 0.01% 504
2020
Q2 		$1.72M Buy
+30,228
New +$1.57M 0.02% 429

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 $3.38T AUM 44.17% 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

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

Rockefeller Capital Management reduced its Otis Worldwide (OTIS) stake by 74% in Q2 2026, selling an estimated $9.06M and leaving 42,962 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Rockefeller Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $14.8M in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Rockefeller Capital Management held 42,962 shares of Otis Worldwide worth $3.08M as of Q2 2026.
  • Rockefeller Capital Management sold 121,329 Otis Worldwide shares in Q2 2026, an estimated $9.06M.
  • Otis Worldwide made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1186 holding.
  • Rockefeller Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Rockefeller Capital Management's Otis Worldwide position peaked at $14.8M in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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