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Windward Capital Management’s Otis Worldwide OTIS Stock Holding History

Windward 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 		$5.23M Sell
73,090
-115
-0.2% -$8.59K 0.4% 44
2026
Q1 		$5.64M Sell
73,205
-229
-0.3% -$20K 0.46% 41
2025
Q4 		$6.41M Sell
73,434
-2,852
-4% -$255K 0.51% 38
2025
Q3 		$6.97M Sell
76,286
-400
-0.5% -$36.3K 0.56% 36
2025
Q2 		$7.59M Sell
76,686
-641
-0.8% -$61.9K 0.64% 35
2025
Q1 		$7.98M Sell
77,327
-1,115
-1% -$109K 0.69% 32
2024
Q4 		$7.26M Sell
78,442
-681
-0.9% -$68.3K 0.56% 33
2024
Q3 		$8.22M Buy
79,123
+316
+0.4% +$30.1K 0.63% 31
2024
Q2 		$7.59M Sell
78,807
-1,632
-2% -$157K 0.64% 32
2024
Q1 		$7.99M Sell
80,439
-962
-1% -$88.9K 0.67% 33
2023
Q4 		$7.28M Sell
81,401
-142
-0.2% -$11.8K 0.63% 33
2023
Q3 		$6.55M Sell
81,543
-757
-0.9% -$64.7K 0.64% 33
2023
Q2 		$7.33M Sell
82,300
-329
-0.4% -$27.7K 0.66% 32
2023
Q1 		$6.97M Buy
82,629
+8,864
+12% +$733K 0.64% 34
2022
Q4 		$5.78M Sell
73,765
-494
-0.7% -$36.5K 0.63% 36
2022
Q3 		$4.74M Buy
74,259
+166
+0.2% +$12.1K 0.54% 38
2022
Q2 		$5.24M Buy
74,093
+442
+0.6% +$32.6K 0.56% 35
2022
Q1 		$5.67M Sell
73,651
-281
-0.4% -$22.5K 0.51% 37
2021
Q4 		$6.44M Buy
73,932
+190
+0.3% +$15.9K 0.53% 37
2021
Q3 		$6.07M Sell
73,742
-5
-0% -$440 0.56% 35
2021
Q2 		$6.03M Sell
73,747
-117
-0.2% -$9.01K 0.56% 36
2021
Q1 		$5.06M Sell
73,864
-195
-0.3% -$12.7K 0.51% 38
2020
Q4 		$5M Sell
74,059
-6,911
-9% -$448K 0.5% 39
2020
Q3 		$5.05M Sell
80,970
-531
-0.7% -$32.5K 0.51% 37
2020
Q2 		$4.63M Buy
+81,501
New +$4.22M 0.53% 39

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

Windward Capital Management's OTIS Position: Q2 2026 in Review

Windward Capital Management reduced its Otis Worldwide (OTIS) stake by 0.16% in Q2 2026, selling an estimated $8.59K and leaving 73,090 shares worth $5.23M. The position accounts for 0.4% of the portfolio, ranked #44.

Windward Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.22M in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Windward Capital Management held 73,090 shares of Otis Worldwide worth $5.23M as of Q2 2026.
  • Windward Capital Management sold 115 Otis Worldwide shares in Q2 2026, an estimated $8.59K.
  • Otis Worldwide made up 0.4% of Windward Capital Management's portfolio in Q2 2026, its #44 holding.
  • Windward Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Windward Capital Management's Otis Worldwide position peaked at $8.22M in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Windward Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.