B
OTIS icon

Bailard’s Otis Worldwide OTIS Stock Holding History

Bailard’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 Sell
16,100
-3,040
-16% -$227K 0.02% 332
2026
Q1 		$1.48M Sell
19,140
-550
-3% -$48.1K 0.03% 266
2025
Q4 		$1.72M Buy
19,690
+154
+0.8% +$13.8K 0.04% 250
2025
Q3 		$1.79M Sell
19,536
-137
-0.7% -$12.4K 0.04% 253
2025
Q2 		$1.95M Buy
+19,673
New +$1.9M 0.05% 245
2023
Q2 		– Sell
-2,497
Closed -$211K – 757
2023
Q1 		$211K Buy
+2,497
New +$207K 0.01% 634
2022
Q3 		– Sell
-2,985
Closed -$211K – 734
2022
Q2 		$211K Sell
2,985
-255
-8% -$18.8K 0.01% 601
2022
Q1 		$249K Sell
3,240
-40
-1% -$3.2K 0.01% 608
2021
Q4 		$286K Sell
3,280
-122
-4% -$10.2K 0.01% 552
2021
Q3 		$280K Buy
3,402
+216
+7% +$19K 0.01% 552
2021
Q2 		$261K Hold
3,186
– – 0.01% 587
2021
Q1 		$218K Sell
3,186
-225
-7% -$14.7K 0.01% 638
2020
Q4 		$230K Sell
3,411
-442
-11% -$28.7K 0.01% 517
2020
Q3 		$241K Sell
3,853
-237
-6% -$14.5K 0.01% 425
2020
Q2 		$233K Buy
+4,090
New +$212K 0.01% 410

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

Bailard's OTIS Position: Q2 2026 in Review

Bailard reduced its Otis Worldwide (OTIS) stake by 16% in Q2 2026, selling an estimated $227K and leaving 16,100 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #332.

Bailard first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.95M in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bailard held 16,100 shares of Otis Worldwide worth $1.15M as of Q2 2026.
  • Bailard sold 3,040 Otis Worldwide shares in Q2 2026, an estimated $227K.
  • Otis Worldwide made up 0.02% of Bailard's portfolio in Q2 2026, its #332 holding.
  • Bailard first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
  • Bailard's Otis Worldwide position peaked at $1.95M in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.