SAM
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S.A. Mason’s Otis Worldwide OTIS Stock Holding History

S.A. Mason’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 		$191K Sell
2,672
-148
-5% -$11.1K 0.06% 224
2026
Q1 		$217K Buy
2,820
+1
+0% +$87 0.08% 195
2025
Q4 		$246K Buy
2,819
+1
+0% +$89 0.1% 177
2025
Q3 		$258K Buy
2,818
+1
+0% +$91 0.11% 165
2025
Q2 		$279K Sell
2,817
-66
-2% -$6.37K 0.14% 143
2025
Q1 		$298K Sell
2,883
-9
-0.3% -$879 0.16% 135
2024
Q4 		$268K Sell
2,892
-99
-3% -$9.93K 0.14% 141
2024
Q3 		$311K Buy
2,991
+1
+0% +$95 0.16% 130
2024
Q2 		$288K Hold
2,990
– – 0.16% 137
2024
Q1 		$297K Buy
2,990
+1
+0% +$92 0.18% 127
2023
Q4 		$267K Sell
2,989
-12
-0.4% -$998 0.18% 127
2023
Q3 		$241K Sell
3,001
-73
-2% -$6.24K 0.17% 136
2023
Q2 		$259K Hold
3,074
– – 0.19% 133
2023
Q1 		$259K Sell
3,074
-450
-13% -$37.2K 0.19% 133
2022
Q4 		$276K Buy
3,524
+1
+0% +$74 0.21% 125
2022
Q3 		$225K Buy
3,523
+1
+0% +$73 0.18% 136
2022
Q2 		$249K Sell
3,522
-68
-2% -$5.01K 0.18% 137
2022
Q1 		$276K Sell
3,590
-36
-1% -$2.88K 0.17% 138
2021
Q4 		$316K Hold
3,626
– – 0.19% 123
2021
Q3 		$298K Buy
3,626
+209
+6% +$18.4K 0.2% 128
2021
Q2 		$279K Hold
3,417
– – 0.19% 132
2021
Q1 		$234K Buy
3,417
+480
+16% +$31.4K 0.17% 142
2020
Q4 		$198K Sell
2,937
-25
-0.8% -$1.62K 0.16% 142
2020
Q3 		$185K Hold
2,962
– – 0.18% 135
2020
Q2 		$168K Buy
+2,962
New +$153K 0.18% 136

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

S.A. Mason's OTIS Position: Q2 2026 in Review

S.A. Mason reduced its Otis Worldwide (OTIS) stake by 5.2% in Q2 2026, selling an estimated $11.1K and leaving 2,672 shares worth $191K. The position accounts for 0.06% of the portfolio, ranked #224.

S.A. Mason first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $316K in Q4 2021. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • S.A. Mason held 2,672 shares of Otis Worldwide worth $191K as of Q2 2026.
  • S.A. Mason sold 148 Otis Worldwide shares in Q2 2026, an estimated $11.1K.
  • Otis Worldwide made up 0.06% of S.A. Mason's portfolio in Q2 2026, its #224 holding.
  • S.A. Mason first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • S.A. Mason's Otis Worldwide position peaked at $316K in Q4 2021.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.