AS
OTIS icon

Aware Super’s Otis Worldwide OTIS Stock Holding History

Aware Super’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 		– Sell
-16,356
Closed -$1.26M – 248
2026
Q1 		$1.26M Buy
+16,356
New +$1.43M 0.02% 217
2025
Q3 		$2.41M Hold
26,331
– – 0.03% 197
2025
Q2 		$2.61M Hold
26,331
– – 0.04% 201
2025
Q1 		$2.72M Hold
26,331
– – 0.05% 202
2024
Q4 		$2.44M Buy
+26,331
New +$2.64M 0.04% 205
2023
Q4 		$2.3M Buy
+26,331
New +$2.19M 0.03% 207

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

Aware Super's OTIS Position: Q2 2026 in Review

Aware Super sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 16,356 shares — an estimated $1.26M sold.

Aware Super first reported a position in OTIS in Q4 2023 and held it in 6 quarters. The position peaked at $2.72M in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Aware Super reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Aware Super sold 16,356 Otis Worldwide shares in Q2 2026, an estimated $1.26M.
  • Aware Super first reported a position in Otis Worldwide in Q4 2023 and held it in 6 quarters.
  • Aware Super's Otis Worldwide position peaked at $2.72M in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Aware Super's 13F filing for Q2 2026, filed 29 Jul 2026.