Smithfield Trust’s Otis Worldwide OTIS Stock Holding History

Smithfield Trust’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	$113K	Sell	1,560 -100	-6%	-$7.47K	﹤0.01%	470
2026 Q1	$128K	Hold	1,660	–	–	0.01%	442
2025 Q4	$142K	Hold	1,660	–	–	0.01%	418
2025 Q3	$150K	Hold	1,660	–	–	0.01%	389
2025 Q2	$164K	Hold	1,660	–	–	0.01%	373
2025 Q1	$170K	Hold	1,660	–	–	0.01%	367
2024 Q4	$152K	Hold	1,660	–	–	0.01%	383
2024 Q3	$173K	Hold	1,660	–	–	0.01%	363
2024 Q2	$157K	Sell	1,660 -151	-8%	-$14.6K	0.01%	359
2024 Q1	$179K	Hold	1,811	–	–	0.01%	343
2023 Q4	$161K	Hold	1,811	–	–	0.01%	346
2023 Q3	$145K	Hold	1,811	–	–	0.01%	347
2023 Q2	$161K	Sell	1,811 -28	-2%	-$2.36K	0.01%	341
2023 Q1	$154K	Sell	1,839 -16	-0.9%	-$1.32K	0.01%	346
2022 Q4	$147K	Hold	1,855	–	–	0.01%	340
2022 Q3	$121K	Hold	1,855	–	–	0.01%	355
2022 Q2	$132K	Hold	1,855	–	–	0.01%	358
2022 Q1	$144K	Sell	1,855 -200	-10%	-$16K	0.01%	361
2021 Q4	$175K	Sell	2,055 -1	-0%	-$84	0.01%	343
2021 Q3	$168K	Hold	2,056	–	–	0.01%	345
2021 Q2	$168K	Sell	2,056 -586	-22%	-$45.1K	0.01%	346
2021 Q1	$181K	Sell	2,642 -240	-8%	-$15.7K	0.01%	333
2020 Q4	$195K	Sell	2,882 -1	-0%	-$65	0.01%	308
2020 Q3	$180K	Sell	2,883 -309	-10%	-$18.9K	0.01%	301
2020 Q2	$181K	Buy	+3,192	New	+$165K	0.02%	288

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

Smithfield Trust's OTIS Position: Q2 2026 in Review

Smithfield Trust reduced its Otis Worldwide (OTIS) stake by 6% in Q2 2026, selling an estimated $7.47K and leaving 1,560 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Smithfield Trust first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $195K in Q4 2020. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Smithfield Trust held 1,560 shares of Otis Worldwide worth $113K as of Q2 2026.
Smithfield Trust sold 100 Otis Worldwide shares in Q2 2026, an estimated $7.47K.
Otis Worldwide made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #470 holding.
Smithfield Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Smithfield Trust's Otis Worldwide position peaked at $195K in Q4 2020.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.