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Savant Capital’s Otis Worldwide OTIS Stock Holding History

Savant 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 		$3.24M Buy
43,570
+22,983
+112% +$1.72M 0.01% 502
2026
Q1 		$1.59M Buy
20,587
+926
+5% +$81K 0.01% 475
2025
Q4 		$1.72M Buy
19,661
+14
+0.1% +$1.25K 0.01% 428
2025
Q3 		$1.8M Sell
19,647
-2,645
-12% -$240K 0.01% 412
2025
Q2 		$2.21M Buy
22,292
+1,063
+5% +$103K 0.02% 341
2025
Q1 		$2.19M Sell
21,229
-1,652
-7% -$161K 0.02% 321
2024
Q4 		$2.12M Sell
22,881
-3,813
-14% -$382K 0.02% 427
2024
Q3 		$2.77M Buy
26,694
+7,981
+43% +$760K 0.02% 334
2024
Q2 		$1.8M Buy
18,713
+313
+2% +$30.2K 0.02% 410
2024
Q1 		$1.83M Buy
18,400
+525
+3% +$48.5K 0.02% 377
2023
Q4 		$1.6M Sell
17,875
-2,932
-14% -$244K 0.02% 328
2023
Q3 		$1.67M Sell
20,807
-1,118
-5% -$95.6K 0.02% 294
2023
Q2 		$1.95M Buy
21,925
+1,886
+9% +$159K 0.03% 263
2023
Q1 		$1.69M Buy
20,039
+320
+2% +$26.5K 0.03% 244
2022
Q4 		$1.49M Buy
19,719
+3,267
+20% +$241K 0.04% 200
2022
Q3 		$1.05M Sell
16,452
-314
-2% -$23K 0.03% 225
2022
Q2 		$1.19M Buy
16,766
+1,065
+7% +$78.4K 0.04% 211
2022
Q1 		$1.21M Buy
15,701
+452
+3% +$36.1K 0.04% 215
2021
Q4 		$1.33M Buy
15,249
+1,325
+10% +$111K 0.04% 210
2021
Q3 		$1.15M Sell
13,924
-397
-3% -$34.9K 0.04% 204
2021
Q2 		$1.17M Buy
14,321
+290
+2% +$22.3K 0.05% 190
2021
Q1 		$960K Buy
14,031
+439
+3% +$28.7K 0.05% 199
2020
Q4 		$918K Sell
13,592
-369
-3% -$23.9K 0.05% 198
2020
Q3 		$871K Buy
13,961
+11
+0.1% +$673 0.06% 187
2020
Q2 		$793K Buy
+13,950
New +$723K 0.06% 188

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

Savant Capital's OTIS Position: Q2 2026 in Review

Savant Capital increased its Otis Worldwide (OTIS) stake by 112% in Q2 2026, buying an estimated $1.72M and bringing the position to 43,570 shares worth $3.24M. The position accounts for 0.01% of the portfolio, ranked #502.

Savant Capital first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Savant Capital held 43,570 shares of Otis Worldwide worth $3.24M as of Q2 2026.
  • Savant Capital bought 22,983 Otis Worldwide shares in Q2 2026, an estimated $1.72M.
  • Otis Worldwide made up 0.01% of Savant Capital's portfolio in Q2 2026, its #502 holding.
  • Savant Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.