Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s Otis Worldwide OTIS Stock Holding History

Vanguard Fiduciary Trust’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 		$154M Sell
2,154,445
-34,721
-2% -$2.59M 0.03% 402
2026
Q1 		$169M Buy
+2,189,166
New +$192M 0.04% 349

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

Vanguard Fiduciary Trust's OTIS Position: Q2 2026 in Review

Vanguard Fiduciary Trust reduced its Otis Worldwide (OTIS) stake by 1.6% in Q2 2026, selling an estimated $2.59M and leaving 2,154,445 shares worth $154M. The position accounts for 0.03% of the portfolio, ranked #402.

Vanguard Fiduciary Trust first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $169M in Q1 2026. 1,213 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Vanguard Fiduciary Trust held 2,154,445 shares of Otis Worldwide worth $154M as of Q2 2026.
  • Vanguard Fiduciary Trust sold 34,721 Otis Worldwide shares in Q2 2026, an estimated $2.59M.
  • Otis Worldwide made up 0.03% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #402 holding.
  • Vanguard Fiduciary Trust first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Otis Worldwide position peaked at $169M in Q1 2026.
  • 1,213 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.