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Tufton Capital Management’s Otis Worldwide OTIS Stock Holding History

Tufton 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 		$1.02M Sell
14,218
-390
-3% -$29.1K 0.17% 75
2026
Q1 		$1.13M Sell
14,608
-925
-6% -$80.9K 0.2% 73
2025
Q4 		$1.36M Buy
15,533
+422
+3% +$37.8K 0.24% 68
2025
Q3 		$1.38M Sell
15,111
-150
-1% -$13.6K 0.25% 67
2025
Q2 		$1.51M Sell
15,261
-175
-1% -$16.9K 0.29% 67
2025
Q1 		$1.59M Sell
15,436
-231
-1% -$22.6K 0.31% 64
2024
Q4 		$1.45M Sell
15,667
-60
-0.4% -$6.02K 0.27% 68
2024
Q3 		$1.63M Sell
15,727
-125
-0.8% -$11.9K 0.31% 66
2024
Q2 		$1.53M Sell
15,852
-205
-1% -$19.8K 0.3% 65
2024
Q1 		$1.59M Sell
16,057
-3,362
-17% -$311K 0.31% 65
2023
Q4 		$1.74M Sell
19,419
-1,852
-9% -$154K 0.36% 61
2023
Q3 		$1.71M Sell
21,271
-5,164
-20% -$442K 0.38% 60
2023
Q2 		$2.35M Sell
26,435
-2,168
-8% -$183K 0.51% 54
2023
Q1 		$2.41M Sell
28,603
-10
-0% -$827 0.52% 53
2022
Q4 		$2.24M Sell
28,613
-572
-2% -$42.2K 0.49% 54
2022
Q3 		$1.86M Sell
29,185
-8,100
-22% -$593K 0.45% 55
2022
Q2 		$2.63M Sell
37,285
-314
-0.8% -$23.1K 0.49% 54
2022
Q1 		$2.89M Sell
37,599
-1,434
-4% -$115K 0.47% 54
2021
Q4 		$3.4M Sell
39,033
-6,046
-13% -$506K 0.52% 53
2021
Q3 		$3.71M Sell
45,079
-82
-0.2% -$7.21K 0.63% 51
2021
Q2 		$3.69M Sell
45,161
-593
-1% -$45.6K 0.61% 50
2021
Q1 		$3.13M Sell
45,754
-785
-2% -$51.3K 0.53% 51
2020
Q4 		$3.14M Buy
46,539
+633
+1% +$41.1K 0.58% 49
2020
Q3 		$2.87M Buy
45,906
+11,206
+32% +$685K 0.59% 48
2020
Q2 		$1.97M Buy
+34,700
New +$1.8M 0.43% 52

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

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

Tufton Capital Management reduced its Otis Worldwide (OTIS) stake by 2.7% in Q2 2026, selling an estimated $29.1K and leaving 14,218 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #75.

Tufton Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.71M in Q3 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Tufton Capital Management held 14,218 shares of Otis Worldwide worth $1.02M as of Q2 2026.
  • Tufton Capital Management sold 390 Otis Worldwide shares in Q2 2026, an estimated $29.1K.
  • Otis Worldwide made up 0.17% of Tufton Capital Management's portfolio in Q2 2026, its #75 holding.
  • Tufton Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Tufton Capital Management's Otis Worldwide position peaked at $3.71M in Q3 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.