SummitTX Capital’s Otis Worldwide OTIS Stock Holding History

SummitTX 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	–	Sell	-31,689	Closed	-$2.44M	–	958
2026 Q1	$2.44M	Buy	+31,689	New	+$2.77M	0.08%	271
2025 Q4	–	Sell	-32,860	Closed	-$3M	–	902
2025 Q3	$3M	Buy	+32,860	New	+$2.98M	0.12%	187
2025 Q2	–	Sell	-8,519	Closed	-$879K	–	955
2025 Q1	$879K	Buy	+8,519	New	+$832K	0.04%	431

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

SummitTX Capital's OTIS Position: Q2 2026 in Review

SummitTX Capital sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 31,689 shares — an estimated $2.44M sold.

SummitTX Capital first reported a position in OTIS in Q1 2025 and held it in 3 quarters. The position peaked at $3M in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

SummitTX Capital reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 31,689 Otis Worldwide shares in Q2 2026, an estimated $2.44M.
SummitTX Capital first reported a position in Otis Worldwide in Q1 2025 and held it in 3 quarters.
SummitTX Capital's Otis Worldwide position peaked at $3M in Q3 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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