Sanibel Captiva Trust Company
OTIS icon

Sanibel Captiva Trust Company’s Otis Worldwide OTIS Stock Holding History

Sanibel Captiva Trust Company’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 		$697K Sell
9,731
-268
-3% -$20K 0.02% 290
2026
Q1 		$771K Buy
9,999
+127
+1% +$11.1K 0.02% 262
2025
Q4 		$862K Sell
9,872
-191
-2% -$17.1K 0.02% 241
2025
Q3 		$920K Sell
10,063
-100
-1% -$9.08K 0.03% 236
2025
Q2 		$1.01M Hold
10,163
– – 0.03% 226
2025
Q1 		$1.05M Sell
10,163
-1,306
-11% -$128K 0.03% 221
2024
Q4 		$1.06M Buy
11,469
+385
+3% +$38.6K 0.03% 216
2024
Q3 		$1.15M Sell
11,084
-1
-0% -$95 0.04% 207
2024
Q2 		$1.07M Sell
11,085
-270
-2% -$26K 0.04% 202
2024
Q1 		$1.13M Sell
11,355
-100
-0.9% -$9.24K 0.04% 192
2023
Q4 		$1.02M Buy
+11,455
New +$952K 0.04% 189

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

Sanibel Captiva Trust Company's OTIS Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Otis Worldwide (OTIS) stake by 2.7% in Q2 2026, selling an estimated $20K and leaving 9,731 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #290.

Sanibel Captiva Trust Company first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sanibel Captiva Trust Company held 9,731 shares of Otis Worldwide worth $697K as of Q2 2026.
  • Sanibel Captiva Trust Company sold 268 Otis Worldwide shares in Q2 2026, an estimated $20K.
  • Otis Worldwide made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #290 holding.
  • Sanibel Captiva Trust Company first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's Otis Worldwide position peaked at $1.15M in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.