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Stance Capital’s Otis Worldwide OTIS Stock Holding History

Stance Capital’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 		$17.6K Sell
246
-37,771
-99% -$2.82M 0.01% 233
2026
Q1 		$2.93M Buy
+38,017
New +$3.33M 1.42% 23
2025
Q4 		– Sell
-295
Closed -$26.9K – 249
2025
Q3 		$26.9K Buy
+295
New +$26.8K 0.01% 216
2025
Q1 		– Sell
-291
Closed -$26.9K – 211
2024
Q4 		$26.9K Buy
+291
New +$29.2K 0.02% 157

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stance Capital's OTIS Position: Q2 2026 in Review

Stance Capital reduced its Otis Worldwide (OTIS) stake by 99% in Q2 2026, selling an estimated $2.82M and leaving 246 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #233.

Stance Capital first reported a position in OTIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.93M in Q1 2026. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Stance Capital held 246 shares of Otis Worldwide worth $17.6K as of Q2 2026.
  • Stance Capital sold 37,771 Otis Worldwide shares in Q2 2026, an estimated $2.82M.
  • Otis Worldwide made up 0.01% of Stance Capital's portfolio in Q2 2026, its #233 holding.
  • Stance Capital first reported a position in Otis Worldwide in Q4 2024 and has held it in 4 quarters since.
  • Stance Capital's Otis Worldwide position peaked at $2.93M in Q1 2026.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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