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Atom Investors’s Otis Worldwide OTIS Stock Holding History

Atom Investors’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 		$1.15M Buy
16,001
+12,233
+325% +$914K 0.1% 314
2026
Q1 		$290K Sell
3,768
-724
-16% -$63.3K 0.02% 552
2025
Q4 		$392K Sell
4,492
-18,416
-80% -$1.65M 0.03% 411
2025
Q3 		$2.09M Buy
22,908
+12,464
+119% +$1.13M 0.16% 163
2025
Q2 		$1.03M Buy
+10,444
New +$1.01M 0.09% 242

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

Atom Investors's OTIS Position: Q2 2026 in Review

Atom Investors increased its Otis Worldwide (OTIS) stake by 325% in Q2 2026, buying an estimated $914K and bringing the position to 16,001 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #314.

Atom Investors first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.09M in Q3 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Atom Investors held 16,001 shares of Otis Worldwide worth $1.15M as of Q2 2026.
  • Atom Investors bought 12,233 Otis Worldwide shares in Q2 2026, an estimated $914K.
  • Otis Worldwide made up 0.1% of Atom Investors's portfolio in Q2 2026, its #314 holding.
  • Atom Investors first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • Atom Investors's Otis Worldwide position peaked at $2.09M in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.