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Wendell David Associates’s Otis Worldwide OTIS Stock Holding History

Wendell David Associates’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 		$288K Hold
4,027
– – 0.03% 142
2026
Q1 		$310K Hold
4,027
– – 0.03% 137
2025
Q4 		$352K Sell
4,027
-1,196
-23% -$107K 0.04% 131
2025
Q3 		$478K Sell
5,223
-221
-4% -$20.1K 0.05% 120
2025
Q2 		$539K Sell
5,444
-50
-0.9% -$4.83K 0.05% 114
2025
Q1 		$567K Hold
5,494
– – 0.06% 110
2024
Q4 		$509K Sell
5,494
-25
-0.5% -$2.51K 0.05% 114
2024
Q3 		$574K Sell
5,519
-440
-7% -$41.9K 0.05% 112
2024
Q2 		$574K Hold
5,959
– – 0.06% 110
2024
Q1 		$592K Hold
5,959
– – 0.06% 108
2023
Q4 		$533K Buy
5,959
+107
+2% +$8.9K 0.06% 106
2023
Q3 		$470K Sell
5,852
-75
-1% -$6.41K 0.06% 112
2023
Q2 		$528K Sell
5,927
-50
-0.8% -$4.21K 0.06% 105
2023
Q1 		$504K Sell
5,977
-150
-2% -$12.4K 0.06% 107
2022
Q4 		$480K Sell
6,127
-75
-1% -$5.54K 0.06% 108
2022
Q3 		$396K Sell
6,202
-25
-0.4% -$1.83K 0.05% 116
2022
Q2 		$440K Sell
6,227
-1,352
-18% -$99.6K 0.06% 112
2022
Q1 		$583K Sell
7,579
-862
-10% -$68.9K 0.06% 107
2021
Q4 		$735K Sell
8,441
-500
-6% -$41.9K 0.07% 104
2021
Q3 		$736K Buy
8,941
+732
+9% +$64.4K 0.08% 102
2021
Q2 		$671K Sell
8,209
-7
-0.1% -$539 0.08% 104
2021
Q1 		$562K Sell
8,216
-1,470
-15% -$96.1K 0.07% 103
2020
Q4 		$654K Sell
9,686
-1,284
-12% -$83.3K 0.08% 100
2020
Q3 		$685K Sell
10,970
-8,408
-43% -$514K 0.09% 96
2020
Q2 		$1.1M Buy
+19,378
New +$1M 0.16% 82

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

Wendell David Associates's OTIS Position: Q2 2026 in Review

Wendell David Associates held its Otis Worldwide (OTIS) position steady in Q2 2026 at 4,027 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #142.

Wendell David Associates first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.1M in Q2 2020. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Wendell David Associates held 4,027 shares of Otis Worldwide worth $288K as of Q2 2026.
  • Wendell David Associates left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.03% of Wendell David Associates's portfolio in Q2 2026, its #142 holding.
  • Wendell David Associates first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Wendell David Associates's Otis Worldwide position peaked at $1.1M in Q2 2020.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.