Ally Financial’s Otis Worldwide OTIS Stock Holding History

Ally Financial’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	$2.29M	Buy	32,000 +20,000	+167%	+$1.49M	0.3%	88
2026 Q1	$925K	Hold	12,000	–	–	0.12%	118
2025 Q4	$1.05M	Hold	12,000	–	–	0.13%	101
2025 Q3	$1.1M	Buy	+12,000	New	+$1.09M	0.14%	97
2021 Q2	–	Sell	-15,000	Closed	-$1.03M	–	126
2021 Q1	$1.03M	Hold	15,000	–	–	0.1%	108
2020 Q4	$1.01M	Hold	15,000	–	–	0.1%	114
2020 Q3	$936K	Hold	15,000	–	–	0.15%	104
2020 Q2	$853K	Buy	+15,000	New	+$777K	0.14%	103

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Ally Financial's OTIS Position: Q2 2026 in Review

Ally Financial increased its Otis Worldwide (OTIS) stake by 167% in Q2 2026, buying an estimated $1.49M and bringing the position to 32,000 shares worth $2.29M. The position accounts for 0.3% of the portfolio, ranked #88.

Ally Financial first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Ally Financial held 32,000 shares of Otis Worldwide worth $2.29M as of Q2 2026.
Ally Financial bought 20,000 Otis Worldwide shares in Q2 2026, an estimated $1.49M.
Otis Worldwide made up 0.3% of Ally Financial's portfolio in Q2 2026, its #88 holding.
Ally Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ally Financial's 13F filing for Q2 2026, filed 13 Aug 2026.