Sciencast Management’s Otis Worldwide OTIS Stock Holding History

Sciencast 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	–	Sell	-75,916	Closed	-$5.85M	–	332
2026 Q1	$5.85M	Buy	75,916 +56,737	+296%	+$4.96M	0.75%	62
2025 Q4	$1.68M	Sell	19,179 -28,212	-60%	-$2.52M	0.23%	150
2025 Q3	$4.33M	Buy	47,391 +7,864	+20%	+$714K	0.81%	46
2025 Q2	$3.91M	Buy	39,527 +4,606	+13%	+$445K	0.81%	55
2025 Q1	$3.6M	Buy	34,921 +6,234	+22%	+$609K	0.83%	16
2024 Q4	$2.66M	Buy	+28,687	New	+$2.88M	0.73%	62
2024 Q3	–	Sell	-22,846	Closed	-$2.2M	–	327
2024 Q2	$2.2M	Buy	22,846 +12,970	+131%	+$1.25M	0.77%	58
2024 Q1	$980K	Buy	+9,876	New	+$913K	0.6%	65
2023 Q4	–	Sell	-6,405	Closed	-$514K	–	378
2023 Q3	$514K	Buy	+6,405	New	+$548K	0.23%	164
2022 Q1	–	Sell	-7,200	Closed	-$620K	–	700
2021 Q4	$620K	Buy	+7,200	New	+$603K	0.11%	252
2021 Q2	–	Sell	-24,959	Closed	-$1.73M	–	637
2021 Q1	$1.73M	Buy	+24,959	New	+$1.63M	0.35%	84

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sciencast Management's OTIS Position: Q2 2026 in Review

Sciencast Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 75,916 shares — an estimated $5.85M sold.

Sciencast Management first reported a position in OTIS in Q1 2021 and held it in 11 quarters. The position peaked at $5.85M in Q1 2026. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Sciencast Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Sciencast Management sold 75,916 Otis Worldwide shares in Q2 2026, an estimated $5.85M.
Sciencast Management first reported a position in Otis Worldwide in Q1 2021 and held it in 11 quarters.
Sciencast Management's Otis Worldwide position peaked at $5.85M in Q1 2026.
1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sciencast Management's 13F filing for Q2 2026, filed 28 Jul 2026.