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Algert Global’s Otis Worldwide OTIS Stock Holding History

Algert Global’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 		$6M Buy
83,789
+58,512
+231% +$4.37M 0.07% 453
2026
Q1 		$1.95M Buy
25,277
+16,627
+192% +$1.45M 0.03% 721
2025
Q4 		$756K Sell
8,650
-22,915
-73% -$2.05M 0.01% 895
2025
Q3 		$2.89M Buy
31,565
+27,645
+705% +$2.51M 0.05% 572
2025
Q2 		$388K Buy
+3,920
New +$378K 0.01% 985

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 $3.38T AUM 44.17% 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

Algert Global's OTIS Position: Q2 2026 in Review

Algert Global increased its Otis Worldwide (OTIS) stake by 231% in Q2 2026, buying an estimated $4.37M and bringing the position to 83,789 shares worth $6M. The position accounts for 0.07% of the portfolio, ranked #453.

Algert Global first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Algert Global held 83,789 shares of Otis Worldwide worth $6M as of Q2 2026.
  • Algert Global bought 58,512 Otis Worldwide shares in Q2 2026, an estimated $4.37M.
  • Otis Worldwide made up 0.07% of Algert Global's portfolio in Q2 2026, its #453 holding.
  • Algert Global first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.