Adage Capital Partners
OTIS icon

Adage Capital Partners’s Otis Worldwide OTIS Stock Holding History

Adage Capital Partners’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 		$8.41M Buy
117,415
+23,800
+25% +$1.78M 0.01% 749
2026
Q1 		$7.22M Buy
+93,615
New +$8.19M 0.01% 741
2024
Q1 		– Sell
-22,586
Closed -$2.02M – 932
2023
Q4 		$2.02M Sell
22,586
-751,800
-97% -$62.5M ﹤0.01% 742
2023
Q3 		$62.2M Buy
774,386
+304,669
+65% +$26.1M 0.14% 164
2023
Q2 		$41.8M Buy
469,717
+423,732
+921% +$35.7M 0.09% 226
2023
Q1 		$3.88M Sell
45,985
-114,439
-71% -$9.47M 0.01% 733
2022
Q4 		$12.6M Buy
+160,424
New +$11.8M 0.03% 574
2022
Q2 		– Sell
-278,289
Closed -$21.4M – 1127
2022
Q1 		$21.4M Sell
278,289
-378,954
-58% -$30.3M 0.04% 433
2021
Q4 		$57.2M Sell
657,243
-172,661
-21% -$14.5M 0.1% 198
2021
Q3 		$68.3M Buy
829,904
+230,999
+39% +$20.3M 0.13% 160
2021
Q2 		$49M Sell
598,905
-952,000
-61% -$73.3M 0.1% 214
2021
Q1 		$106M Buy
1,550,905
+601,050
+63% +$39.3M 0.22% 104
2020
Q4 		$64.2M Sell
949,855
-85,669
-8% -$5.56M 0.14% 164
2020
Q3 		$64.6M Sell
1,035,524
-2,680,809
-72% -$164M 0.16% 140
2020
Q2 		$211M Buy
+3,716,333
New +$193M 0.54% 26

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

Adage Capital Partners's OTIS Position: Q2 2026 in Review

Adage Capital Partners increased its Otis Worldwide (OTIS) stake by 25% in Q2 2026, buying an estimated $1.78M and bringing the position to 117,415 shares worth $8.41M. The position accounts for 0.01% of the portfolio, ranked #749.

Adage Capital Partners first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. The position peaked at $211M in Q2 2020. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Adage Capital Partners held 117,415 shares of Otis Worldwide worth $8.41M as of Q2 2026.
  • Adage Capital Partners bought 23,800 Otis Worldwide shares in Q2 2026, an estimated $1.78M.
  • Otis Worldwide made up 0.01% of Adage Capital Partners's portfolio in Q2 2026, its #749 holding.
  • Adage Capital Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
  • Adage Capital Partners's Otis Worldwide position peaked at $211M in Q2 2020.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.