Aberdeen Group
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Aberdeen Group’s Otis Worldwide OTIS Stock Holding History

Aberdeen Group’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 		$25.9M Buy
361,495
+23,615
+7% +$1.76M 0.04% 372
2026
Q1 		$26M Buy
337,880
+11,482
+4% +$1M 0.04% 340
2025
Q4 		$28.5M Sell
326,398
-7,078
-2% -$633K 0.04% 330
2025
Q3 		$30.4M Buy
333,476
+12
+0% +$1.09K 0.05% 308
2025
Q2 		$33M Buy
333,464
+13,614
+4% +$1.31M 0.06% 290
2025
Q1 		$32.7M Buy
319,850
+177,832
+125% +$17.4M 0.06% 263
2024
Q4 		$13.1M Sell
142,018
-11,542
-8% -$1.16M 0.02% 458
2024
Q3 		$15.9M Sell
153,560
-10,385
-6% -$989K 0.03% 437
2024
Q2 		$15.8M Sell
163,945
-34,424
-17% -$3.32M 0.03% 427
2024
Q1 		$19.7M Buy
198,369
+562
+0.3% +$51.9K 0.04% 406
2023
Q4 		$17.7M Buy
197,807
+72,329
+58% +$6.01M 0.04% 419
2023
Q3 		$10.1M Sell
125,478
-5,814
-4% -$497K 0.03% 444
2023
Q2 		$11.7M Sell
131,292
-2,857
-2% -$241K 0.03% 446
2023
Q1 		$11.3M Buy
134,149
+8,097
+6% +$670K 0.03% 452
2022
Q4 		$9.87M Buy
126,052
+21,711
+21% +$1.6M 0.03% 455
2022
Q3 		$6.66M Buy
104,341
+46
+0% +$3.37K 0.02% 504
2022
Q2 		$7.37M Sell
104,295
-4,820
-4% -$355K 0.02% 486
2022
Q1 		$8.54M Sell
109,115
-40,786
-27% -$3.26M 0.02% 474
2021
Q4 		$13.1M Sell
149,901
-2,381
-2% -$199K 0.03% 438
2021
Q3 		$12.7M Sell
152,282
-10,530
-6% -$926K 0.03% 451
2021
Q2 		$13.3M Sell
162,812
-6,047
-4% -$465K 0.03% 439
2021
Q1 		$11.6M Buy
168,859
+1,082
+0.6% +$70.7K 0.03% 463
2020
Q4 		$11.3M Sell
167,777
-12,744
-7% -$827K 0.03% 440
2020
Q3 		$11.3M Sell
180,521
-19,769
-10% -$1.21M 0.03% 397
2020
Q2 		$11.4M Buy
+200,290
New +$10.4M 0.03% 385

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

Aberdeen Group's OTIS Position: Q2 2026 in Review

Aberdeen Group increased its Otis Worldwide (OTIS) stake by 7% in Q2 2026, buying an estimated $1.76M and bringing the position to 361,495 shares worth $25.9M. The position accounts for 0.04% of the portfolio, ranked #372.

Aberdeen Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $33M in Q2 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Aberdeen Group held 361,495 shares of Otis Worldwide worth $25.9M as of Q2 2026.
  • Aberdeen Group bought 23,615 Otis Worldwide shares in Q2 2026, an estimated $1.76M.
  • Otis Worldwide made up 0.04% of Aberdeen Group's portfolio in Q2 2026, its #372 holding.
  • Aberdeen Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Aberdeen Group's Otis Worldwide position peaked at $33M in Q2 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.