Systematic Financial Management’s Otis Worldwide OTIS Stock Holding History

Systematic Financial 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	$215K	Hold	3,000	–	–	﹤0.01%	242
2026 Q1	$231K	Hold	3,000	–	–	0.01%	240
2025 Q4	$262K	Hold	3,000	–	–	0.01%	241
2025 Q3	$274K	Hold	3,000	–	–	0.01%	235
2025 Q2	$297K	Hold	3,000	–	–	0.01%	231
2025 Q1	$310K	Hold	3,000	–	–	0.01%	230
2024 Q4	$278K	Hold	3,000	–	–	0.01%	236
2024 Q3	$312K	Hold	3,000	–	–	0.01%	298
2024 Q2	$289K	Hold	3,000	–	–	0.01%	235
2024 Q1	$298K	Hold	3,000	–	–	0.01%	237
2023 Q4	$268K	Hold	3,000	–	–	0.01%	220
2023 Q3	$241K	Hold	3,000	–	–	0.01%	219
2023 Q2	$267K	Hold	3,000	–	–	0.01%	214
2023 Q1	$253K	Hold	3,000	–	–	0.01%	224
2022 Q4	$235K	Hold	3,000	–	–	0.01%	221
2022 Q3	$191K	Hold	3,000	–	–	0.01%	219
2022 Q2	$212K	Hold	3,000	–	–	0.01%	221
2022 Q1	$231K	Hold	3,000	–	–	0.01%	220
2021 Q4	$261K	Hold	3,000	–	–	0.01%	220
2021 Q3	$247K	Hold	3,000	–	–	0.01%	216
2021 Q2	$245K	Hold	3,000	–	–	0.01%	220
2021 Q1	$205K	Hold	3,000	–	–	0.01%	217
2020 Q4	$203K	Hold	3,000	–	–	0.01%	215
2020 Q3	$187K	Hold	3,000	–	–	0.01%	212
2020 Q2	$171K	Buy	+3,000	New	+$155K	0.01%	472

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

Systematic Financial Management's OTIS Position: Q2 2026 in Review

Systematic Financial Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,000 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Systematic Financial Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $312K in Q3 2024. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Systematic Financial Management held 3,000 shares of Otis Worldwide worth $215K as of Q2 2026.
Systematic Financial Management left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Systematic Financial Management's portfolio in Q2 2026, its #242 holding.
Systematic Financial Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Systematic Financial Management's Otis Worldwide position peaked at $312K in Q3 2024.
1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.