Vanguard Capital Management
OTIS icon

Vanguard Capital Management’s Otis Worldwide OTIS Stock Holding History

Vanguard 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 		$1.79B Sell
25,061,198
-194,807
-0.8% -$14.6M 0.04% 353
2026
Q1 		$1.95B Buy
+25,256,005
New +$2.21B 0.05% 311

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Vanguard Capital Management reduced its Otis Worldwide (OTIS) stake by 0.77% in Q2 2026, selling an estimated $14.6M and leaving 25,061,198 shares worth $1.79B. The position accounts for 0.04% of the portfolio, ranked #353.

Vanguard Capital Management first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.95B in Q1 2026. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Vanguard Capital Management held 25,061,198 shares of Otis Worldwide worth $1.79B as of Q2 2026.
  • Vanguard Capital Management sold 194,807 Otis Worldwide shares in Q2 2026, an estimated $14.6M.
  • Otis Worldwide made up 0.04% of Vanguard Capital Management's portfolio in Q2 2026, its #353 holding.
  • Vanguard Capital Management first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Otis Worldwide position peaked at $1.95B in Q1 2026.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.