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Syon Capital’s Otis Worldwide OTIS Stock Holding History

Syon 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 		$260K Buy
+3,628
New +$271K 0.01% 849
2025
Q3 		– Sell
-4,047
Closed -$401K – 838
2025
Q2 		$401K Buy
4,047
+570
+16% +$55K 0.03% 450
2025
Q1 		$359K Buy
3,477
+988
+40% +$96.5K 0.03% 379
2024
Q4 		$231K Buy
+2,489
New +$250K 0.02% 476

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

Syon Capital's OTIS Position: Q2 2026 in Review

Syon Capital opened a new position in Otis Worldwide (OTIS) in Q2 2026: 3,628 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Syon Capital previously reported a position in OTIS as recently as Q2 2025.

Syon Capital first reported a position in OTIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $401K in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Syon Capital held 3,628 shares of Otis Worldwide worth $260K as of Q2 2026.
  • Otis Worldwide was a new Syon Capital position in Q2 2026.
  • Otis Worldwide made up 0.01% of Syon Capital's portfolio in Q2 2026, its #849 holding.
  • Syon Capital first reported a position in Otis Worldwide in Q4 2024 and has held it in 4 quarters since.
  • Syon Capital's Otis Worldwide position peaked at $401K in Q2 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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