Wesleyan Assurance Society’s Otis Worldwide OTIS Stock Holding History

Wesleyan Assurance Society’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	$2.73M	Hold	38,100	–	–	0.14%	86
2026 Q1	$2.94M	Hold	38,100	–	–	0.17%	84
2025 Q4	$3.33M	Hold	38,100	–	–	0.19%	77
2025 Q3	$3.48M	Hold	38,100	–	–	0.21%	76
2025 Q2	$3.77M	Hold	38,100	–	–	0.24%	74
2025 Q1	$3.93M	Sell	38,100 -8,000	-17%	-$782K	0.29%	72
2024 Q4	$4.27M	Sell	46,100 -2,000	-4%	-$201K	0.33%	67
2024 Q3	$5M	Hold	48,100	–	–	0.4%	62
2024 Q2	$4.63M	Hold	48,100	–	–	0.4%	61
2024 Q1	$4.77M	Hold	48,100	–	–	0.42%	61
2023 Q4	$4.3M	Hold	48,100	–	–	0.43%	63
2023 Q3	$3.86M	Hold	48,100	–	–	0.43%	60
2023 Q2	$4.28M	Hold	48,100	–	–	0.46%	59
2023 Q1	$4.05M	Hold	48,100	–	–	0.47%	62
2022 Q4	$3.77M	Hold	48,100	–	–	0.46%	62
2022 Q3	$3.07M	Hold	48,100	–	–	0.47%	63
2022 Q2	$3.4M	Hold	48,100	–	–	0.49%	63
2022 Q1	$3.7M	Hold	48,100	–	–	0.45%	67
2021 Q4	$4.19M	Hold	48,100	–	–	0.5%	61
2021 Q3	$3.96M	Hold	48,100	–	–	0.51%	60
2021 Q2	$3.93M	Sell	48,100 -2,650	-5%	-$204K	0.49%	65
2021 Q1	$3.47M	Hold	50,750	–	–	0.46%	67
2020 Q4	$3.43M	Hold	50,750	–	–	0.49%	63
2020 Q3	$3.16M	Hold	50,750	–	–	0.52%	58
2020 Q2	$2.88M	Buy	+50,750	New	+$2.63M	0.51%	59

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

Wesleyan Assurance Society's OTIS Position: Q2 2026 in Review

Wesleyan Assurance Society held its Otis Worldwide (OTIS) position steady in Q2 2026 at 38,100 shares worth $2.73M. The position accounts for 0.14% of the portfolio, ranked #86.

Wesleyan Assurance Society first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $5M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Wesleyan Assurance Society held 38,100 shares of Otis Worldwide worth $2.73M as of Q2 2026.
Wesleyan Assurance Society left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.14% of Wesleyan Assurance Society's portfolio in Q2 2026, its #86 holding.
Wesleyan Assurance Society first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Wesleyan Assurance Society's Otis Worldwide position peaked at $5M in Q3 2024.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wesleyan Assurance Society's 13F filing for Q2 2026, filed 28 Jul 2026.