St Louis Trust’s Otis Worldwide OTIS Stock Holding History

St Louis 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	–	Sell	-3,000	Closed	-$231K	–	141
2026 Q1	$231K	Hold	3,000	–	–	0.03%	137
2025 Q4	$262K	Hold	3,000	–	–	0.03%	135
2025 Q3	$274K	Hold	3,000	–	–	0.03%	109
2025 Q2	$297K	Hold	3,000	–	–	0.04%	106
2025 Q1	$310K	Hold	3,000	–	–	0.04%	102
2024 Q4	$278K	Hold	3,000	–	–	0.04%	103
2024 Q3	$312K	Hold	3,000	–	–	0.04%	104
2024 Q2	$289K	Hold	3,000	–	–	0.04%	107
2024 Q1	$298K	Sell	3,000 -277	-8%	-$25.6K	0.05%	106
2023 Q4	$293K	Buy	3,277 +277	+9%	+$23K	0.05%	100
2023 Q3	$241K	Hold	3,000	–	–	0.05%	100
2023 Q2	$267K	Hold	3,000	–	–	0.05%	99
2023 Q1	$253K	Hold	3,000	–	–	0.05%	95
2022 Q4	$235K	Sell	3,000 -1,317	-31%	-$97.2K	0.05%	98
2022 Q3	$292K	Buy	4,317 +1,317	+44%	+$96.4K	0.08%	79
2022 Q2	$212K	Hold	3,000	–	–	0.05%	98
2022 Q1	$231K	Hold	3,000	–	–	0.05%	95
2021 Q4	$261K	Hold	3,000	–	–	0.06%	101
2021 Q3	$247K	Sell	3,000 -658	-18%	-$57.9K	0.07%	101
2021 Q2	$299K	Hold	3,658	–	–	0.07%	83
2021 Q1	$250K	Sell	3,658 -659	-15%	-$43.1K	0.06%	89
2020 Q4	$292K	Hold	4,317	–	–	0.08%	69
2020 Q3	$269K	Hold	4,317	–	–	0.09%	79
2020 Q2	$245K	Buy	+4,317	New	+$224K	0.07%	81

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 $3.38T AUM 44.17% 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

St Louis Trust's OTIS Position: Q2 2026 in Review

St Louis Trust sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3,000 shares — an estimated $231K sold.

St Louis Trust first reported a position in OTIS in Q2 2020 and held it in 24 quarters. The position peaked at $312K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

St Louis Trust reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
St Louis Trust sold 3,000 Otis Worldwide shares in Q2 2026, an estimated $231K.
St Louis Trust first reported a position in Otis Worldwide in Q2 2020 and held it in 24 quarters.
St Louis Trust's Otis Worldwide position peaked at $312K in Q3 2024.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on St Louis Trust's 13F filing for Q2 2026, filed 30 Jul 2026.