Sterling Capital Management’s Otis Worldwide OTIS Stock Holding History

Sterling 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	$867K	Sell	12,110 -1,583	-12%	-$118K	0.01%	603
2026 Q1	$1.06M	Sell	13,693 -9,441	-41%	-$826K	0.02%	483
2025 Q4	$2.02M	Sell	23,134 -1,741	-7%	-$156K	0.03%	390
2025 Q3	$2.27M	Sell	24,875 -2,401	-9%	-$218K	0.03%	350
2025 Q2	$2.7M	Buy	27,276 +4,457	+20%	+$430K	0.04%	304
2025 Q1	$2.35M	Sell	22,819 -1,467	-6%	-$143K	0.04%	318
2024 Q4	$2.25M	Buy	24,286 +8,230	+51%	+$825K	0.03%	372
2024 Q3	$1.67M	Buy	+16,056	New	+$1.53M	0.02%	426

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

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

Sterling Capital Management reduced its Otis Worldwide (OTIS) stake by 12% in Q2 2026, selling an estimated $118K and leaving 12,110 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #603.

Sterling Capital Management first reported a position in OTIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.7M in Q2 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Sterling Capital Management held 12,110 shares of Otis Worldwide worth $867K as of Q2 2026.
Sterling Capital Management sold 1,583 Otis Worldwide shares in Q2 2026, an estimated $118K.
Otis Worldwide made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #603 holding.
Sterling Capital Management first reported a position in Otis Worldwide in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Otis Worldwide position peaked at $2.7M in Q2 2025.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.