Sit Investment Associates’s Otis Worldwide OTIS Stock Holding History

Sit Investment Associates’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	$550K	Hold	7,680	–	–	0.01%	409
2026 Q1	$592K	Hold	7,680	–	–	0.01%	400
2025 Q4	$671K	Hold	7,680	–	–	0.01%	400
2025 Q3	$702K	Sell	7,680 -40	-0.5%	-$3.63K	0.01%	390
2025 Q2	$764K	Sell	7,720 -695	-8%	-$67.1K	0.02%	389
2025 Q1	$868K	Hold	8,415	–	–	0.02%	377
2024 Q4	$779K	Hold	8,415	–	–	0.02%	398
2024 Q3	$875K	Hold	8,415	–	–	0.02%	392
2024 Q2	$810K	Hold	8,415	–	–	0.02%	374
2024 Q1	$835K	Hold	8,415	–	–	0.02%	369
2023 Q4	$753K	Sell	8,415 -90	-1%	-$7.48K	0.02%	381
2023 Q3	$683K	Hold	8,505	–	–	0.02%	370
2023 Q2	$757K	Hold	8,505	–	–	0.02%	380
2023 Q1	$718K	Hold	8,505	–	–	0.02%	380
2022 Q4	$666K	Sell	8,505 -275	-3%	-$20.3K	0.02%	379
2022 Q3	$560K	Hold	8,780	–	–	0.02%	377
2022 Q2	$620K	Sell	8,780 -1,675	-16%	-$123K	0.02%	369
2022 Q1	$805K	Hold	10,455	–	–	0.02%	370
2021 Q4	$910K	Sell	10,455 -5,400	-34%	-$452K	0.02%	376
2021 Q3	$1.3M	Hold	15,855	–	–	0.03%	340
2021 Q2	$1.3M	Hold	15,855	–	–	0.03%	342
2021 Q1	$1.08M	Hold	15,855	–	–	0.03%	352
2020 Q4	$1.07M	Sell	15,855 -19,525	-55%	-$1.27M	0.03%	351
2020 Q3	$2.21M	Hold	35,380	–	–	0.06%	272
2020 Q2	$2.01M	Buy	+35,380	New	+$1.83M	0.06%	273

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

Sit Investment Associates's OTIS Position: Q2 2026 in Review

Sit Investment Associates held its Otis Worldwide (OTIS) position steady in Q2 2026 at 7,680 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #409.

Sit Investment Associates first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.21M in Q3 2020. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Sit Investment Associates held 7,680 shares of Otis Worldwide worth $550K as of Q2 2026.
Sit Investment Associates left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.01% of Sit Investment Associates's portfolio in Q2 2026, its #409 holding.
Sit Investment Associates first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Sit Investment Associates's Otis Worldwide position peaked at $2.21M in Q3 2020.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.