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AlphaGrep UK’s Otis Worldwide OTIS Stock Holding History

AlphaGrep UK’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 		$534K Sell
7,457
-5,793
-44% -$433K 0.16% 206
2026
Q1 		$1.02M Buy
13,250
+7,097
+115% +$621K 0.3% 25
2025
Q4 		$537K Buy
+6,153
New +$550K 0.18% 189

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AlphaGrep UK's OTIS Position: Q2 2026 in Review

AlphaGrep UK reduced its Otis Worldwide (OTIS) stake by 44% in Q2 2026, selling an estimated $433K and leaving 7,457 shares worth $534K. The position accounts for 0.16% of the portfolio, ranked #206.

AlphaGrep UK first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q1 2026. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • AlphaGrep UK held 7,457 shares of Otis Worldwide worth $534K as of Q2 2026.
  • AlphaGrep UK sold 5,793 Otis Worldwide shares in Q2 2026, an estimated $433K.
  • Otis Worldwide made up 0.16% of AlphaGrep UK's portfolio in Q2 2026, its #206 holding.
  • AlphaGrep UK first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • AlphaGrep UK's Otis Worldwide position peaked at $1.02M in Q1 2026.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.