Wellington Shields Capital Management’s Otis Worldwide OTIS Stock Holding History

Wellington Shields 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	–	Sell	-400	Closed	-$30.8K	–	343
2026 Q1	$30.8K	Hold	400	–	–	﹤0.01%	308
2025 Q4	$34.9K	Hold	400	–	–	0.01%	298
2025 Q3	$36.6K	Hold	400	–	–	0.01%	315
2025 Q2	$39.6K	Hold	400	–	–	0.01%	301
2025 Q1	$41.3K	Hold	400	–	–	0.01%	290
2024 Q4	$37K	Hold	400	–	–	0.01%	288
2024 Q3	$41.6K	Sell	400 -166	-29%	-$15.8K	0.01%	293
2024 Q2	$54.5K	Hold	566	–	–	0.01%	282
2024 Q1	$56.2K	Hold	566	–	–	0.01%	282
2023 Q4	$50.6K	Buy	+566	New	+$47.1K	0.01%	279
2023 Q3	–	Sell	-566	Closed	-$50.4K	–	314
2023 Q2	$50.4K	Hold	566	–	–	0.01%	283
2023 Q1	$47.8K	Buy	+566	New	+$46.8K	0.01%	290
2021 Q1	–	Sell	-4,141	Closed	-$280K	–	282
2020 Q4	$280K	Sell	4,141 -45	-1%	-$2.92K	0.04%	229
2020 Q3	$261K	Sell	4,186 -300	-7%	-$18.3K	0.04%	200
2020 Q2	$255K	Buy	+4,486	New	+$232K	0.04%	210

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 $3.38T AUM 44.17% 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

Wellington Shields Capital Management's OTIS Position: Q2 2026 in Review

Wellington Shields Capital Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 400 shares — an estimated $30.8K sold.

Wellington Shields Capital Management first reported a position in OTIS in Q2 2020 and held it in 15 quarters. The position peaked at $280K in Q4 2020. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Wellington Shields Capital Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Wellington Shields Capital Management sold 400 Otis Worldwide shares in Q2 2026, an estimated $30.8K.
Wellington Shields Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 15 quarters.
Wellington Shields Capital Management's Otis Worldwide position peaked at $280K in Q4 2020.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.