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Ancora Advisors’s Otis Worldwide OTIS Stock Holding History

Ancora Advisors’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 		$138K Sell
1,931
-732
-27% -$54.7K ﹤0.01% 824
2026
Q1 		$205K Sell
2,663
-360
-12% -$31.5K ﹤0.01% 714
2025
Q4 		$264K Buy
3,023
+420
+16% +$37.6K 0.01% 678
2025
Q3 		$238K Sell
2,603
-203
-7% -$18.4K ﹤0.01% 684
2025
Q2 		$278K Buy
2,806
+37
+1% +$3.57K 0.01% 658
2025
Q1 		$286K Sell
2,769
-39
-1% -$3.81K 0.01% 645
2024
Q4 		$260K Buy
2,808
+28
+1% +$2.81K 0.01% 654
2024
Q3 		$289K Sell
2,780
-64
-2% -$6.1K 0.01% 617
2024
Q2 		$274K Hold
2,844
– – 0.01% 606
2024
Q1 		$282K Buy
2,844
+1
+0% +$92 0.01% 603
2023
Q4 		$254K Buy
2,843
+1
+0% +$83 0.01% 629
2023
Q3 		$228K Sell
2,842
-25
-0.9% -$2.14K 0.01% 634
2023
Q2 		$255K Buy
2,867
+1
+0% +$84 0.01% 599
2023
Q1 		$242K Hold
2,866
– – 0.01% 607
2022
Q4 		$224K Sell
2,866
-29
-1% -$2.14K 0.01% 647
2022
Q3 		$185K Buy
2,895
+1
+0% +$73 0.01% 752
2022
Q2 		$205K Hold
2,894
– – 0.01% 753
2022
Q1 		$223K Sell
2,894
-218
-7% -$17.4K 0.01% 765
2021
Q4 		$271K Sell
3,112
-50
-2% -$4.18K 0.01% 716
2021
Q3 		$260K Sell
3,162
-142
-4% -$12.5K 0.01% 712
2021
Q2 		$270K Sell
3,304
-157
-5% -$12.1K 0.01% 691
2021
Q1 		$237K Sell
3,461
-483
-12% -$31.6K 0.01% 685
2020
Q4 		$266K Sell
3,944
-1,311
-25% -$85K 0.01% 577
2020
Q3 		$328K Sell
5,255
-1,522
-22% -$93.1K 0.01% 515
2020
Q2 		$385K Buy
+6,777
New +$351K 0.02% 474

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

Ancora Advisors's OTIS Position: Q2 2026 in Review

Ancora Advisors reduced its Otis Worldwide (OTIS) stake by 27% in Q2 2026, selling an estimated $54.7K and leaving 1,931 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Ancora Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $385K in Q2 2020. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ancora Advisors held 1,931 shares of Otis Worldwide worth $138K as of Q2 2026.
  • Ancora Advisors sold 732 Otis Worldwide shares in Q2 2026, an estimated $54.7K.
  • Otis Worldwide made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #824 holding.
  • Ancora Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Ancora Advisors's Otis Worldwide position peaked at $385K in Q2 2020.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.