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Battery Global Advisors’s Otis Worldwide OTIS Stock Holding History

Battery Global Advisors’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 		$1.57K Hold
22
– – ﹤0.01% 144
2026
Q1 		$1.7K Sell
22
-49
-69% -$4.29K ﹤0.01% 144
2025
Q4 		$509 Buy
71
+49
+223% +$4.38K ﹤0.01% 230
2025
Q3 		$2.01K Hold
22
– – ﹤0.01% 138
2025
Q2 		$2.18K Hold
22
– – ﹤0.01% 132
2025
Q1 		$2.27K Hold
22
– – ﹤0.01% 132
2024
Q4 		$2.04K Hold
22
– – ﹤0.01% 129
2024
Q3 		$2.29K Buy
+22
New +$2.1K ﹤0.01% 131

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

Battery Global Advisors's OTIS Position: Q2 2026 in Review

Battery Global Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 22 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

Battery Global Advisors first reported a position in OTIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.29K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Battery Global Advisors held 22 shares of Otis Worldwide worth $1.57K as of Q2 2026.
  • Battery Global Advisors left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Battery Global Advisors's portfolio in Q2 2026, its #144 holding.
  • Battery Global Advisors first reported a position in Otis Worldwide in Q3 2024 and has held it in 8 quarters since.
  • Battery Global Advisors's Otis Worldwide position peaked at $2.29K in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.