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Atria Investments’s Otis Worldwide OTIS Stock Holding History

Atria Investments’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 		$1.56M Sell
21,765
-980
-4% -$73.2K 0.02% 878
2026
Q1 		$1.75M Buy
22,745
+5,630
+33% +$493K 0.02% 770
2025
Q4 		$1.5M Buy
17,115
+455
+3% +$40.7K 0.02% 861
2025
Q3 		$1.52M Buy
16,660
+4,718
+40% +$428K 0.02% 838
2025
Q2 		$1.18M Sell
11,942
-1,989
-14% -$192K 0.01% 953
2025
Q1 		$1.44M Buy
13,931
+782
+6% +$76.4K 0.02% 854
2024
Q4 		$1.22M Buy
13,149
+2,304
+21% +$231K 0.02% 880
2024
Q3 		$1.13M Sell
10,845
-241
-2% -$23K 0.01% 910
2024
Q2 		$1.07M Sell
11,086
-582
-5% -$56.1K 0.01% 898
2024
Q1 		$1.16M Sell
11,668
-253
-2% -$23.4K 0.02% 891
2023
Q4 		$1.07M Buy
+11,921
New +$991K 0.02% 870
2021
Q2 		– Sell
-29,332
Closed -$2.01M – 783
2021
Q1 		$2.01M Sell
29,332
-251
-0.8% -$16.4K 0.04% 452
2020
Q4 		$2M Buy
+29,583
New +$1.92M 0.05% 414

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

Atria Investments's OTIS Position: Q2 2026 in Review

Atria Investments reduced its Otis Worldwide (OTIS) stake by 4.3% in Q2 2026, selling an estimated $73.2K and leaving 21,765 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #878.

Atria Investments first reported a position in OTIS in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.01M in Q1 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Atria Investments held 21,765 shares of Otis Worldwide worth $1.56M as of Q2 2026.
  • Atria Investments sold 980 Otis Worldwide shares in Q2 2026, an estimated $73.2K.
  • Otis Worldwide made up 0.02% of Atria Investments's portfolio in Q2 2026, its #878 holding.
  • Atria Investments first reported a position in Otis Worldwide in Q4 2020 and has held it in 13 quarters since.
  • Atria Investments's Otis Worldwide position peaked at $2.01M in Q1 2021.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.