TwinBeech Capital’s Otis Worldwide OTIS Stock Holding History

TwinBeech 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	-77,400	Closed	-$5.97M	–	602
2026 Q1	$5.97M	Sell	77,400 -80,476	-51%	-$7.04M	0.62%	40
2025 Q4	$13.8M	Buy	157,876 +154,993	+5,376%	+$13.9M	0.98%	12
2025 Q3	$264K	Sell	2,883 -99,800	-97%	-$9.06M	0.01%	490
2025 Q2	$10.2M	Buy	+102,683	New	+$9.91M	0.23%	120
2025 Q1	–	Sell	-424,235	Closed	-$39.3M	–	897
2024 Q4	$39.3M	Buy	+424,235	New	+$42.5M	0.67%	48
2023 Q4	–	Sell	-410,985	Closed	-$33M	–	844
2023 Q3	$33M	Buy	410,985 +3,403	+0.8%	+$291K	0.63%	34
2023 Q2	$36.3M	Buy	+407,582	New	+$34.3M	0.72%	31
2022 Q4	–	Sell	-131,729	Closed	-$8.4M	–	872
2022 Q3	$8.4M	Buy	131,729 +126,133	+2,254%	+$9.23M	0.22%	126
2022 Q2	$395K	Buy	+5,596	New	+$412K	0.02%	436
2021 Q4	–	Sell	-28,683	Closed	-$2.36M	–	747
2021 Q3	$2.36M	Buy	+28,683	New	+$2.52M	0.17%	187
2021 Q1	–	Sell	-27,848	Closed	-$1.88M	–	615
2020 Q4	$1.88M	Sell	27,848 -18,203	-40%	-$1.18M	0.31%	104
2020 Q3	$2.88M	Buy	+46,051	New	+$2.82M	0.62%	37

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

TwinBeech Capital's OTIS Position: Q2 2026 in Review

TwinBeech Capital sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 77,400 shares — an estimated $5.97M sold.

TwinBeech Capital first reported a position in OTIS in Q3 2020 and held it in 12 quarters. The position peaked at $39.3M in Q4 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

TwinBeech Capital reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 77,400 Otis Worldwide shares in Q2 2026, an estimated $5.97M.
TwinBeech Capital first reported a position in Otis Worldwide in Q3 2020 and held it in 12 quarters.
TwinBeech Capital's Otis Worldwide position peaked at $39.3M in Q4 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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