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William Allan Corp’s Otis Worldwide OTIS Stock Holding History

William Allan Corp’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 		$4.14M Buy
57,813
+7,806
+16% +$583K 2.02% 18
2026
Q1 		$3.85M Buy
50,007
+576
+1% +$50.4K 2.28% 18
2025
Q4 		$4.32M Buy
49,431
+281
+0.6% +$25.1K 2.45% 16
2025
Q3 		$4.49M Sell
49,150
-293
-0.6% -$26.6K 2.52% 17
2025
Q2 		$4.9M Buy
49,443
+225
+0.5% +$21.7K 2.85% 16
2025
Q1 		$5.08M Buy
49,218
+674
+1% +$65.8K 3.18% 13
2024
Q4 		$4.5M Buy
48,544
+1,198
+3% +$120K 2.76% 14
2024
Q3 		$4.92M Buy
47,346
+272
+0.6% +$25.9K 3.06% 12
2024
Q2 		$4.53M Buy
47,074
+202
+0.4% +$19.5K 3.03% 11
2024
Q1 		$4.65M Buy
46,872
+55
+0.1% +$5.08K 3.09% 13
2023
Q4 		$4.19M Sell
46,817
-680
-1% -$56.5K 3% 14
2023
Q3 		$3.81M Sell
47,497
-751
-2% -$64.2K 3.02% 13
2023
Q2 		$4.29M Buy
48,248
+12,091
+33% +$1.02M 3.29% 13
2023
Q1 		$3.05M Sell
36,157
-445
-1% -$36.8K 2.42% 19
2022
Q4 		$2.87M Sell
36,602
-529
-1% -$39.1K 2.41% 20
2022
Q3 		$2.37M Buy
37,131
+59
+0.2% +$4.32K 2.19% 21
2022
Q2 		$2.62M Buy
37,072
+5
+0% +$368 2.33% 19
2022
Q1 		$2.85M Buy
37,067
+1,190
+3% +$95.1K 2.15% 19
2021
Q4 		$3.12M Buy
+35,877
New +$3M 2.22% 21

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

William Allan Corp's OTIS Position: Q2 2026 in Review

William Allan Corp increased its Otis Worldwide (OTIS) stake by 16% in Q2 2026, buying an estimated $583K and bringing the position to 57,813 shares worth $4.14M. The position accounts for 2.02% of the portfolio, ranked #18.

William Allan Corp first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.08M in Q1 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • William Allan Corp held 57,813 shares of Otis Worldwide worth $4.14M as of Q2 2026.
  • William Allan Corp bought 7,806 Otis Worldwide shares in Q2 2026, an estimated $583K.
  • Otis Worldwide made up 2.02% of William Allan Corp's portfolio in Q2 2026, its #18 holding.
  • William Allan Corp first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
  • William Allan Corp's Otis Worldwide position peaked at $5.08M in Q1 2025.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on William Allan Corp's 13F filing for Q2 2026, filed 28 Jul 2026.