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Rossmore Private Capital’s Otis Worldwide OTIS Stock Holding History

Rossmore Private Capital’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 		$691K Sell
9,654
-2,050
-18% -$153K 0.06% 185
2026
Q1 		$902K Sell
11,704
-40
-0.3% -$3.5K 0.08% 153
2025
Q4 		$1.03M Buy
11,744
+225
+2% +$20.1K 0.09% 144
2025
Q3 		$1.05M Buy
11,519
+147
+1% +$13.3K 0.11% 128
2025
Q2 		$1.13M Buy
11,372
+21
+0.2% +$2.03K 0.13% 124
2025
Q1 		$1.17M Sell
11,351
-360
-3% -$35.2K 0.14% 122
2024
Q4 		$1.08M Sell
11,711
-15
-0.1% -$1.5K 0.13% 118
2024
Q3 		$1.22M Sell
11,726
-2
-0% -$191 0.15% 113
2024
Q2 		$1.13M Hold
11,728
– – 0.15% 108
2024
Q1 		$1.16M Sell
11,728
-155
-1% -$14.3K 0.15% 111
2023
Q4 		$1.06M Hold
11,883
– – 0.15% 112
2023
Q3 		$954K Buy
11,883
+50
+0.4% +$4.28K 0.14% 116
2023
Q2 		$1.05M Sell
11,833
-250
-2% -$21.1K 0.16% 107
2023
Q1 		$1.02M Sell
12,083
-529
-4% -$43.8K 0.16% 107
2022
Q4 		$988K Sell
12,612
-3,533
-22% -$261K 0.16% 110
2022
Q3 		$1.03M Buy
16,145
+380
+2% +$27.8K 0.18% 99
2022
Q2 		$1.11M Buy
15,765
+580
+4% +$42.7K 0.19% 98
2022
Q1 		$1.17M Sell
15,185
-92
-0.6% -$7.35K 0.18% 100
2021
Q4 		$1.33M Sell
15,277
-225
-1% -$18.8K 0.21% 94
2021
Q3 		$1.28M Buy
15,502
+225
+1% +$19.8K 0.22% 93
2021
Q2 		$1.25M Buy
15,277
+463
+3% +$35.6K 0.21% 96
2021
Q1 		$1.01M Buy
14,814
+2,051
+16% +$134K 0.19% 103
2020
Q4 		$862K Sell
12,763
-1,506
-11% -$97.7K 0.17% 107
2020
Q3 		$891K Buy
14,269
+95
+0.7% +$5.81K 0.21% 97
2020
Q2 		$806K Buy
+14,174
New +$734K 0.22% 95

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

Rossmore Private Capital's OTIS Position: Q2 2026 in Review

Rossmore Private Capital reduced its Otis Worldwide (OTIS) stake by 18% in Q2 2026, selling an estimated $153K and leaving 9,654 shares worth $691K. The position accounts for 0.06% of the portfolio, ranked #185.

Rossmore Private Capital first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.33M in Q4 2021. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Rossmore Private Capital held 9,654 shares of Otis Worldwide worth $691K as of Q2 2026.
  • Rossmore Private Capital sold 2,050 Otis Worldwide shares in Q2 2026, an estimated $153K.
  • Otis Worldwide made up 0.06% of Rossmore Private Capital's portfolio in Q2 2026, its #185 holding.
  • Rossmore Private Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Rossmore Private Capital's Otis Worldwide position peaked at $1.33M in Q4 2021.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.