Acadian Asset Management
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Acadian Asset Management’s Otis Worldwide OTIS Stock Holding History

Acadian Asset 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 		$115K Sell
1,611
-16,937
-91% -$1.27M ﹤0.01% 1733
2026
Q1 		$1.43M Sell
18,548
-553
-3% -$48.4K ﹤0.01% 1052
2025
Q4 		$1.67M Buy
19,101
+4,601
+32% +$412K ﹤0.01% 961
2025
Q3 		$1.32M Buy
14,500
+6,887
+90% +$625K ﹤0.01% 988
2025
Q2 		$752K Buy
7,613
+3,568
+88% +$344K ﹤0.01% 1046
2025
Q1 		$417K Buy
4,045
+1,574
+64% +$154K ﹤0.01% 1114
2024
Q4 		$228K Sell
2,471
-2,831
-53% -$284K ﹤0.01% 1240
2024
Q3 		$550K Sell
5,302
-8,033
-60% -$765K ﹤0.01% 1062
2024
Q2 		$1.28M Buy
13,335
+6,537
+96% +$630K ﹤0.01% 913
2024
Q1 		$673K Buy
6,798
+5,187
+322% +$479K ﹤0.01% 936
2023
Q4 		$144K Hold
1,611
– – ﹤0.01% 1294
2023
Q3 		$129K Sell
1,611
-17,200
-91% -$1.47M ﹤0.01% 1270
2023
Q2 		$1.67M Buy
18,811
+15,828
+531% +$1.33M 0.01% 746
2023
Q1 		$250K Buy
2,983
+1,372
+85% +$114K ﹤0.01% 1211
2022
Q4 		$126K Hold
1,611
– – ﹤0.01% 1391
2022
Q3 		$102K Hold
1,611
– – ﹤0.01% 1359
2022
Q2 		$114K Hold
1,611
– – ﹤0.01% 1332
2022
Q1 		$123K Sell
1,611
-11,405
-88% -$912K ﹤0.01% 1318
2021
Q4 		$1.13M Sell
13,016
-17,181
-57% -$1.44M ﹤0.01% 803
2021
Q3 		$2.48M Sell
30,197
-19,231
-39% -$1.69M 0.01% 630
2021
Q2 		$4.04M Buy
49,428
+41,025
+488% +$3.16M 0.02% 527
2021
Q1 		$574K Sell
8,403
-13,864
-62% -$906K ﹤0.01% 1144
2020
Q4 		$1.5M Buy
22,267
+8,339
+60% +$541K 0.01% 854
2020
Q3 		$870K Buy
13,928
+1,982
+17% +$121K ﹤0.01% 952
2020
Q2 		$680K Buy
+11,946
New +$619K ﹤0.01% 1087

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

Acadian Asset Management's OTIS Position: Q2 2026 in Review

Acadian Asset Management reduced its Otis Worldwide (OTIS) stake by 91% in Q2 2026, selling an estimated $1.27M and leaving 1,611 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Acadian Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.04M in Q2 2021. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Acadian Asset Management held 1,611 shares of Otis Worldwide worth $115K as of Q2 2026.
  • Acadian Asset Management sold 16,937 Otis Worldwide shares in Q2 2026, an estimated $1.27M.
  • Otis Worldwide made up ﹤0.01% of Acadian Asset Management's portfolio in Q2 2026, its #1733 holding.
  • Acadian Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Acadian Asset Management's Otis Worldwide position peaked at $4.04M in Q2 2021.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Acadian Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.