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Aquatic Capital Management’s Otis Worldwide OTIS Stock Holding History

Aquatic Capital Management’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 		$4.71M Sell
65,730
-34,879
-35% -$2.61M 0.16% 156
2026
Q1 		$7.75M Sell
100,609
-23,398
-19% -$2.05M 0.22% 113
2025
Q4 		$10.8M Sell
124,007
-98,206
-44% -$8.79M 0.31% 72
2025
Q3 		$20.3M Buy
222,213
+137,996
+164% +$12.5M 0.38% 62
2025
Q2 		$8.34M Buy
84,217
+68,777
+445% +$6.64M 0.17% 159
2025
Q1 		$1.59M Sell
15,440
-25,045
-62% -$2.45M 0.04% 471
2024
Q4 		$3.75M Buy
+40,485
New +$4.06M 0.1% 252
2024
Q1 		– Sell
-36,400
Closed -$3.26M – 1531
2023
Q4 		$3.26M Buy
36,400
+21,700
+148% +$1.8M 0.08% 235
2023
Q3 		$1.18M Buy
+14,700
New +$1.26M 0.05% 302

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

Aquatic Capital Management's OTIS Position: Q2 2026 in Review

Aquatic Capital Management reduced its Otis Worldwide (OTIS) stake by 35% in Q2 2026, selling an estimated $2.61M and leaving 65,730 shares worth $4.71M. The position accounts for 0.16% of the portfolio, ranked #156.

Aquatic Capital Management first reported a position in OTIS in Q3 2023 and has held it in 9 quarters since. The position peaked at $20.3M in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Aquatic Capital Management held 65,730 shares of Otis Worldwide worth $4.71M as of Q2 2026.
  • Aquatic Capital Management sold 34,879 Otis Worldwide shares in Q2 2026, an estimated $2.61M.
  • Otis Worldwide made up 0.16% of Aquatic Capital Management's portfolio in Q2 2026, its #156 holding.
  • Aquatic Capital Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 9 quarters since.
  • Aquatic Capital Management's Otis Worldwide position peaked at $20.3M in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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