SCM
OTIS icon

Sone Capital Management’s Otis Worldwide OTIS Stock Holding History

Sone Capital 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 		$622K Sell
8,693
-117,558
-93% -$8.78M 0.05% 107
2026
Q1 		$9.73M Sell
126,251
-269,397
-68% -$23.6M 0.82% 45
2025
Q4 		$34.6M Buy
+395,648
New +$35.4M 2.8% 3
2025
Q1 		– Sell
-49,886
Closed -$4.62M – 136
2024
Q4 		$4.62M Buy
+49,886
New +$5M 0.58% 70

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 $3.37T AUM 44.26% 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

Sone Capital Management's OTIS Position: Q2 2026 in Review

Sone Capital Management reduced its Otis Worldwide (OTIS) stake by 93% in Q2 2026, selling an estimated $8.78M and leaving 8,693 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #107.

Sone Capital Management first reported a position in OTIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $34.6M in Q4 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sone Capital Management held 8,693 shares of Otis Worldwide worth $622K as of Q2 2026.
  • Sone Capital Management sold 117,558 Otis Worldwide shares in Q2 2026, an estimated $8.78M.
  • Otis Worldwide made up 0.05% of Sone Capital Management's portfolio in Q2 2026, its #107 holding.
  • Sone Capital Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 4 quarters since.
  • Sone Capital Management's Otis Worldwide position peaked at $34.6M in Q4 2025.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.