Vann Equity Management’s Otis Worldwide OTIS Stock Holding History

Vann Equity 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	–	Sell	-2,710	Closed	-$209K	–	179
2026 Q1	$209K	Buy	+2,710	New	+$237K	0.15%	153

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

Vann Equity Management's OTIS Position: Q2 2026 in Review

Vann Equity Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,710 shares — an estimated $209K sold.

Vann Equity Management first reported a position in OTIS in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 1,206 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Vann Equity Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Vann Equity Management sold 2,710 Otis Worldwide shares in Q2 2026, an estimated $209K.
Vann Equity Management first reported a position in Otis Worldwide in Q1 2026 and held it in 1 quarter.
Vann Equity Management's Otis Worldwide position peaked at $209K in Q1 2026.
1,206 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.