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Woodstock Corp’s Otis Worldwide OTIS Stock Holding History

Woodstock 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 		$598K Sell
8,355
-702
-8% -$52.4K 0.05% 116
2026
Q1 		$698K Sell
9,057
-902
-9% -$78.9K 0.06% 109
2025
Q4 		$870K Sell
9,959
-50
-0.5% -$4.47K 0.07% 106
2025
Q3 		$915K Sell
10,009
-10
-0.1% -$908 0.08% 106
2025
Q2 		$992K Sell
10,019
-1,246
-11% -$120K 0.09% 101
2025
Q1 		$1.16M Sell
11,265
-1,158
-9% -$113K 0.11% 96
2024
Q4 		$1.15M Sell
12,423
-137
-1% -$13.7K 0.11% 98
2024
Q3 		$1.31M Sell
12,560
-74
-0.6% -$7.05K 0.13% 95
2024
Q2 		$1.22M Sell
12,634
-490
-4% -$47.2K 0.12% 94
2024
Q1 		$1.3M Sell
13,124
-127
-1% -$11.7K 0.13% 93
2023
Q4 		$1.19M Sell
13,251
-507
-4% -$42.2K 0.14% 95
2023
Q3 		$1.1M Sell
13,758
-336
-2% -$28.7K 0.14% 94
2023
Q2 		$1.25M Sell
14,094
-296
-2% -$24.9K 0.15% 93
2023
Q1 		$1.21M Sell
14,390
-75
-0.5% -$6.21K 0.15% 91
2022
Q4 		$1.13M Sell
14,465
-327
-2% -$24.1K 0.15% 92
2022
Q3 		$944K Sell
14,792
-3,249
-18% -$238K 0.14% 94
2022
Q2 		$1.27M Sell
18,041
-77
-0.4% -$5.67K 0.18% 85
2022
Q1 		$1.39M Sell
18,118
-3,971
-18% -$317K 0.16% 89
2021
Q4 		$1.92M Sell
22,089
-183
-0.8% -$15.3K 0.2% 83
2021
Q3 		$1.83M Sell
22,272
-592
-3% -$52.1K 0.21% 81
2021
Q2 		$1.87M Sell
22,864
-37
-0.2% -$2.85K 0.22% 78
2021
Q1 		$1.57M Sell
22,901
-560
-2% -$36.6K 0.2% 81
2020
Q4 		$1.58M Sell
23,461
-4,924
-17% -$319K 0.21% 74
2020
Q3 		$1.77M Sell
28,385
-9,731
-26% -$595K 0.29% 66
2020
Q2 		$2.17M Buy
+38,116
New +$1.97M 0.37% 64

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

Woodstock Corp's OTIS Position: Q2 2026 in Review

Woodstock Corp reduced its Otis Worldwide (OTIS) stake by 7.8% in Q2 2026, selling an estimated $52.4K and leaving 8,355 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #116.

Woodstock Corp first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.17M in Q2 2020. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Woodstock Corp held 8,355 shares of Otis Worldwide worth $598K as of Q2 2026.
  • Woodstock Corp sold 702 Otis Worldwide shares in Q2 2026, an estimated $52.4K.
  • Otis Worldwide made up 0.05% of Woodstock Corp's portfolio in Q2 2026, its #116 holding.
  • Woodstock Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Woodstock Corp's Otis Worldwide position peaked at $2.17M in Q2 2020.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Woodstock Corp's 13F filing for Q2 2026, filed 13 Jul 2026.